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Apeiron RIA’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Apeiron RIA’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 		$968K Buy
1,376
+87
+7% +$58.3K 0.25% 67
2026
Q1 		$795K Buy
1,289
+157
+14% +$99.5K 0.18% 92
2025
Q4 		$716K Buy
1,132
+165
+17% +$98.7K 0.15% 98
2025
Q3 		$569K Buy
967
+50
+5% +$29.3K 0.13% 113
2025
Q2 		$520K Buy
917
+43
+5% +$23.1K 0.13% 121
2025
Q1 		$466K Buy
874
+135
+18% +$76.6K 0.14% 129
2024
Q4 		$421K Buy
739
+6
+0.8% +$3.52K 0.12% 135
2024
Q3 		$418K Buy
733
+160
+28% +$88.2K 0.12% 128
2024
Q2 		$307K Buy
573
+108
+23% +$58.1K 0.09% 160
2024
Q1 		$259K Buy
+465
New +$241K 0.07% 177

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Apeiron RIA's MDY Position: Q2 2026 in Review

Apeiron RIA increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.7% in Q2 2026, buying an estimated $58.3K and bringing the position to 1,376 shares worth $968K. The position accounts for 0.25% of the portfolio, ranked #67.

Apeiron RIA first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Apeiron RIA held 1,376 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $968K as of Q2 2026.
  • Apeiron RIA bought 87 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $58.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Apeiron RIA's portfolio in Q2 2026, its #67 holding.
  • Apeiron RIA first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
  • 373 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.