Andrews Lucia Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Andrews Lucia Wealth 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	$973K	Hold	1,383	–	–	0.51%	19
2026 Q1	$853K	Buy	1,383 +1	+0.1%	+$634	0.51%	18
2025 Q4	$834K	Hold	1,382	–	–	0.5%	20
2025 Q3	$824K	Buy	1,382 +1	+0.1%	+$587	0.5%	19
2025 Q2	$782K	Sell	1,381 -89	-6%	-$47.8K	0.51%	17
2025 Q1	$837K	Hold	1,470	–	–	0.56%	16
2024 Q4	$837K	Buy	1,470 +1	+0.1%	+$586	0.56%	16
2024 Q3	$786K	Hold	1,469	–	–	0.56%	16
2024 Q2	$817K	Hold	1,469	–	–	0.57%	17
2024 Q1	$817K	Sell	1,469 -134	-8%	-$69.4K	0.58%	16
2023 Q4	$813K	Hold	1,603	–	–	0.63%	16
2023 Q3	$732K	Buy	1,603 +1	+0.1%	+$479	0.63%	15
2023 Q2	$767K	Sell	1,602 -2	-0.1%	-$911	0.64%	15
2023 Q1	$735K	Buy	1,604 +1	+0.1%	+$466	0.65%	15
2022 Q4	$710K	Sell	1,603 -110	-6%	-$48.6K	0.66%	15
2022 Q3	$688K	Buy	1,713 +1	+0.1%	+$442	0.72%	14
2022 Q2	$840K	Buy	1,712 +1	+0.1%	+$452	0.79%	12
2022 Q1	$886K	Buy	1,711 +154	+10%	+$74.9K	0.79%	14
2021 Q4	$806K	Buy	+1,557	New	+$792K	0.73%	14

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Andrews Lucia Wealth Management's MDY Position: Q2 2026 in Review

Andrews Lucia Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,383 shares worth $973K. The position accounts for 0.51% of the portfolio, ranked #19.

Andrews Lucia Wealth Management first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Andrews Lucia Wealth Management held 1,383 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $973K as of Q2 2026.
Andrews Lucia Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.51% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #19 holding.
Andrews Lucia Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.