AC
MDY icon

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

Apella Capital’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 		$3.63M Sell
5,280
-64
-1% -$42.9K 0.05% 201
2026
Q1 		$3.56M Sell
5,344
-154
-3% -$97.6K 0.05% 201
2025
Q4 		$3.32M Buy
5,498
+4,446
+423% +$2.66M 0.07% 162
2025
Q3 		$618K Buy
1,052
+2
+0.2% +$1.17K 0.01% 301
2025
Q2 		$606K Hold
1,050
– – 0.02% 274
2025
Q1 		$538K Sell
1,050
-146
-12% -$82.9K 0.02% 250
2024
Q4 		$681K Buy
1,196
+62
+5% +$36.3K 0.03% 202
2024
Q3 		$641K Buy
1,134
+2
+0.2% +$1.1K 0.03% 195
2024
Q2 		$597K Buy
1,132
+6
+0.5% +$3.23K 0.03% 189
2024
Q1 		$619K Buy
1,126
+2
+0.2% +$1.04K 0.03% 174
2023
Q4 		$554K Buy
1,124
+2
+0.2% +$929 0.03% 176
2023
Q3 		$512K Buy
1,122
+150
+15% +$71.9K 0.04% 167
2023
Q2 		$466K Buy
+972
New +$443K 0.03% 176
2022
Q4 		$216K Buy
+487
New +$215K 0.02% 217

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Apella Capital's MDY Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q2 2026, selling an estimated $42.9K and leaving 5,280 shares worth $3.63M. The position accounts for 0.05% of the portfolio, ranked #201.

Apella Capital first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Apella Capital held 5,280 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.63M as of Q2 2026.
  • Apella Capital sold 64 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $42.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Apella Capital's portfolio in Q2 2026, its #201 holding.
  • Apella Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.