AP
MDY icon

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

Appleton Partners’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 		$900K Sell
1,280
-20
-2% -$13.4K 0.06% 157
2026
Q1 		$802K Hold
1,300
– – 0.06% 152
2025
Q4 		$784K Sell
1,300
-140
-10% -$83.8K 0.05% 158
2025
Q3 		$858K Hold
1,440
– – 0.06% 150
2025
Q2 		$816K Sell
1,440
-501
-26% -$269K 0.06% 145
2025
Q1 		$1.03M Buy
1,941
+963
+98% +$547K 0.08% 128
2024
Q4 		$557K Sell
978
-4
-0.4% -$2.35K 0.04% 169
2024
Q3 		$559K Hold
982
– – 0.04% 166
2024
Q2 		$525K Hold
982
– – 0.04% 172
2024
Q1 		$546K Sell
982
-60
-6% -$31.1K 0.04% 176
2023
Q4 		$529K Sell
1,042
-20
-2% -$9.29K 0.04% 183
2023
Q3 		$485K Hold
1,062
– – 0.04% 189
2023
Q2 		$508K Hold
1,062
– – 0.04% 194
2023
Q1 		$487K Sell
1,062
-119
-10% -$55.5K 0.04% 205
2022
Q4 		$523K Hold
1,181
– – 0.05% 201
2022
Q3 		$474K Sell
1,181
-72
-6% -$31.8K 0.05% 201
2022
Q2 		$518K Sell
1,253
-105
-8% -$47.4K 0.05% 201
2022
Q1 		$666K Buy
1,358
+68
+5% +$33.1K 0.05% 186
2021
Q4 		$668K Buy
1,290
+60
+5% +$30.5K 0.05% 193
2021
Q3 		$591K Hold
1,230
– – 0.05% 195
2021
Q2 		$604K Buy
1,230
+5
+0.4% +$2.47K 0.05% 189
2021
Q1 		$583K Sell
1,225
-242
-16% -$110K 0.05% 185
2020
Q4 		$616K Sell
1,467
-155
-10% -$59.7K 0.06% 173
2020
Q3 		$550K Sell
1,622
-15
-0.9% -$5.12K 0.06% 175
2020
Q2 		$531K Sell
1,637
-55
-3% -$16.7K 0.06% 173
2020
Q1 		$445K Sell
1,692
-39
-2% -$13.2K 0.06% 176
2019
Q4 		$650K Sell
1,731
-14
-0.8% -$5.06K 0.07% 168
2019
Q3 		$615K Sell
1,745
-12
-0.7% -$4.2K 0.07% 171
2019
Q2 		$623K Sell
1,757
-14
-0.8% -$4.89K 0.08% 166
2019
Q1 		$612K Buy
1,771
+45
+3% +$15.1K 0.08% 167
2018
Q4 		$522K Buy
1,726
+200
+13% +$66.6K 0.08% 168
2018
Q3 		$561K Buy
1,526
+1
+0.1% +$366 0.07% 179
2018
Q2 		$542K Hold
1,525
– – 0.08% 178
2018
Q1 		$521K Sell
1,525
-65
-4% -$22.6K 0.08% 181
2017
Q4 		$549K Sell
1,590
-44
-3% -$14.8K 0.09% 173
2017
Q3 		$533K Hold
1,634
– – 0.09% 160
2017
Q2 		$519K Buy
1,634
+28
+2% +$8.81K 0.09% 166
2017
Q1 		$502K Buy
+1,606
New +$498K 0.09% 165

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Appleton Partners's MDY Position: Q2 2026 in Review

Appleton Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q2 2026, selling an estimated $13.4K and leaving 1,280 shares worth $900K. The position accounts for 0.06% of the portfolio, ranked #157.

Appleton Partners first reported a position in MDY in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.03M in Q1 2025. 394 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Appleton Partners held 1,280 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $900K as of Q2 2026.
  • Appleton Partners sold 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 0.06% of Appleton Partners's portfolio in Q2 2026, its #157 holding.
  • Appleton Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.03M in Q1 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.