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

Zacks Investment Management’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	$311K	Buy	+442	New	+$296K	﹤0.01%	585
2025 Q3	–	Sell	-683	Closed	-$387K	–	810
2025 Q2	$387K	Sell	683 -14	-2%	-$7.51K	﹤0.01%	519
2025 Q1	$372K	Buy	697 +68	+11%	+$38.6K	﹤0.01%	516
2024 Q4	$358K	Buy	629 +19	+3%	+$11.1K	﹤0.01%	527
2024 Q3	$348K	Sell	610 -740	-55%	-$408K	﹤0.01%	536
2024 Q2	$722K	Buy	1,350 +744	+123%	+$400K	0.01%	392
2024 Q1	$337K	Buy	606 +20	+3%	+$10.4K	﹤0.01%	521
2023 Q4	$297K	Buy	586 +2	+0.3%	+$929	﹤0.01%	528
2023 Q3	$267K	Sell	584 -637	-52%	-$305K	﹤0.01%	528
2023 Q2	$585K	Buy	1,221 +295	+32%	+$134K	0.01%	443
2023 Q1	$425K	Buy	926 +46	+5%	+$21.4K	0.01%	471
2022 Q4	$390K	Buy	880 +211	+32%	+$93.3K	0.01%	472
2022 Q3	$269K	Buy	+669	New	+$295K	﹤0.01%	499
2022 Q2	–	Sell	-693	Closed	-$340K	–	612
2022 Q1	$340K	Sell	693 -4	-0.6%	-$1.95K	﹤0.01%	499
2021 Q4	$361K	Sell	697 -1	-0.1%	-$509	0.01%	513
2021 Q3	$336K	Buy	698 +113	+19%	+$55.5K	0.01%	499
2021 Q2	$287K	Buy	585 +24	+4%	+$11.8K	﹤0.01%	524
2021 Q1	$267K	Buy	+561	New	+$256K	﹤0.01%	466

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Zacks Investment Management's MDY Position: Q2 2026 in Review

Zacks Investment Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 442 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in MDY as recently as Q2 2025.

Zacks Investment Management first reported a position in MDY in Q1 2021 and has held it in 18 quarters since. The position peaked at $722K in Q2 2024. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Zacks Investment Management held 442 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $311K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Zacks Investment Management position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #585 holding.
Zacks Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 18 quarters since.
Zacks Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $722K in Q2 2024.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.