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MDY

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust ETF Holdings & AI Analysis

$668.88
-0.58%

State Street SPDR S&P MIDCAP 400 ETF Trust

•ETF
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FIT ANALYSIS
Required for personalization

Fund DNA

Management Fee (Expense Ratio)

0.23%Low
The annual fee charged by the fund. Lower fees preserve your long-term compounding.

Fund Size (AUM)

$26.21BMassive
Total market value of assets held. Massive funds generally offer maximum liquidity and stability.

Dividend Yield

1.05%Income Provider
Annual cash distribution yield. A steady source of passive income for long-term holders.

Price to NAV

-1.17%Discount
Measures if the ETF trades above (premium) or below (discount) its actual underlying asset value.

Market Sensitivity (Beta)

1.01Market Match
Measures price correlation with the S&P 500. This fund generally moves in tandem with the broader stock market.
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This fund holds a diversified basket of four hundred medium-sized American businesses. It provides investors with direct exposure to the health of the United States economy, sitting comfortably between volatile small businesses and slow-moving global corporations. I have synthesized my analysis of its asset composition, live market action, and macro factors to provide a comprehensive thesis. What specific areas can I detail for you?

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“Oversold domestic growth offering a sweet spot for long-term investors.”

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BULLISH

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Generated on September 17, 2026
Reference Price: $665.88

Mid-cap stocks are currently navigating a fascinating economic crossroads. As the Federal Reserve contemplates shifting interest rate policies to balance inflation and economic growth, these medium-sized companies are uniquely positioned to benefit from a resilient domestic consumer base without the massive global exposure that often bogs down multinational mega-caps.

The Bull Case

  • Lower borrowing costs from potential interest rate cuts provide a massive boost to mid-sized businesses, which rely heavily on affordable debt to fund their next phase of growth.
  • Because these companies are closely tied to the American consumer, a steady domestic economy insulates them from the geopolitical trade tensions that often hurt larger global corporations.

The Bear Case

  • If inflation remains stubborn and central banks are forced to keep interest rates elevated, these companies could face painful borrowing costs that eat directly into their profit margins.
  • A sudden slowdown in domestic consumer spending would hit mid-caps much harder than established large-caps, as they generally have fewer cash reserves to weather a severe recession.

Macro Trends & Strategy Wide

This fund tracks a broad basket of established medium-sized companies, offering a 'Wide' economic moat through sheer diversification. In times of economic expansion, these businesses are perfectly sized to capture growth much faster than corporate giants, while remaining stable enough to survive temporary market dips.

Fund Risk & Structure

Comprehensive proprietary risk architecture, tracking deviation metrics, counterparty exposure breakdown, and portfolio stress testing across varied macroeconomic interest rate regimes.

Portfolio Role & Verdict

Actionable core portfolio allocation assessment, long-term capital preservation guidance, tactical duration adjustments, and benchmark suitability verdict.

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This report is based on up-to-date financial fundamentals and Wall Street projections.