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World Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

World Investment Advisors’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.95M Sell
16,124
-101
-0.6% -$67.6K 0.16% 138
2026
Q1 		$10M Sell
16,225
-405
-2% -$257K 0.16% 144
2025
Q4 		$10M Buy
16,630
+12
+0.1% +$7.18K 0.16% 144
2025
Q3 		$9.9M Buy
16,618
+617
+4% +$362K 0.2% 106
2025
Q2 		$9.06M Sell
16,001
-206
-1% -$111K 0.21% 110
2025
Q1 		$8.65M Buy
16,207
+367
+2% +$208K 0.22% 106
2024
Q4 		$9.02M Buy
15,840
+146
+0.9% +$85.6K 0.25% 91
2024
Q3 		$8.94M Sell
15,694
-595
-4% -$328K 0.28% 89
2024
Q2 		$8.72M Buy
16,289
+6,157
+61% +$3.31M 0.54% 40
2024
Q1 		$8.84M Sell
10,132
-5,802
-36% -$3.01M 1.27% 13
2023
Q4 		$8.08M Buy
+15,934
New +$7.4M 1.05% 21
2020
Q2 		– Sell
-900
Closed -$238K – 178
2020
Q1 		$238K Sell
900
-67
-7% -$22.7K 0.11% 110
2019
Q4 		$364K Buy
967
+2
+0.2% +$723 0.14% 93
2019
Q3 		$341K Buy
965
+25
+3% +$8.76K 0.15% 90
2019
Q2 		$328K Sell
940
-36
-4% -$12.6K 0.14% 82
2019
Q1 		$338K Buy
976
+11
+1% +$3.7K 0.15% 78
2018
Q4 		$331K Buy
+965
New +$321K 0.15% 94

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

World Investment Advisors's MDY Position: Q2 2026 in Review

World Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.62% in Q2 2026, selling an estimated $67.6K and leaving 16,124 shares worth $9.95M. The position accounts for 0.16% of the portfolio, ranked #138.

World Investment Advisors first reported a position in MDY in Q4 2018 and has held it in 17 quarters since. The position peaked at $10M in Q4 2025. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • World Investment Advisors held 16,124 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.95M as of Q2 2026.
  • World Investment Advisors sold 101 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $67.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of World Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • World Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 17 quarters since.
  • World Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10M in Q4 2025.
  • 1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.