Allegheny Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Allegheny Financial Group’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	$318K	Buy	452 +20	+5%	+$13.4K	0.03%	225
2026 Q1	$267K	Buy	432 +1	+0.2%	+$634	0.04%	236
2025 Q4	$261K	Sell	431 -15	-3%	-$8.97K	0.04%	226
2025 Q3	$266K	Buy	446 +34	+8%	+$20K	0.05%	213
2025 Q2	$234K	Sell	412 -39	-9%	-$20.9K	0.05%	219
2025 Q1	$241K	Sell	451 -43	-9%	-$24.4K	0.06%	195
2024 Q4	$282K	Buy	494 +11	+2%	+$6.45K	0.07%	186
2024 Q3	$275K	Sell	483 -62	-11%	-$34.2K	0.07%	199
2024 Q2	$292K	Sell	545 -44	-7%	-$23.7K	0.08%	179
2024 Q1	$328K	Buy	589 +92	+19%	+$47.7K	0.1%	159
2023 Q4	$252K	Buy	497 +45	+10%	+$20.9K	0.08%	181
2023 Q3	$206K	Buy	+452	New	+$217K	0.08%	180
2022 Q2	–	Sell	-448	Closed	-$220K	–	171
2022 Q1	$220K	Hold	448	–	–	0.09%	145
2021 Q4	$232K	Hold	448	–	–	0.09%	137
2021 Q3	$215K	Sell	448 -13	-3%	-$6.38K	0.1%	131
2021 Q2	$226K	Buy	+461	New	+$227K	0.1%	131
2021 Q1	–	Sell	-504	Closed	-$212K	–	105
2020 Q4	$212K	Buy	+504	New	+$194K	0.11%	119

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

Allegheny Financial Group's MDY Position: Q2 2026 in Review

Allegheny Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 452 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #225.

Allegheny Financial Group first reported a position in MDY in Q4 2020 and has held it in 17 quarters since. The position peaked at $328K in Q1 2024. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Allegheny Financial Group held 452 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $318K as of Q2 2026.
Allegheny Financial Group bought 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $13.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #225 holding.
Allegheny Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 17 quarters since.
Allegheny Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $328K in Q1 2024.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.