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

Aptus Capital Advisors’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	$1.27M	Buy	1,808 +237	+15%	+$159K	0.01%	582
2026 Q1	$969K	Sell	1,571 -16	-1%	-$10.1K	0.01%	594
2025 Q4	$957K	Buy	1,587 +255	+19%	+$153K	0.01%	595
2025 Q3	$794K	Sell	1,332 -16	-1%	-$9.39K	0.01%	596
2025 Q2	$764K	Sell	1,348 -93	-6%	-$49.9K	0.01%	588
2025 Q1	$769K	Sell	1,441 -5	-0.3%	-$2.84K	0.01%	554
2024 Q4	$826K	Buy	1,446 +877	+154%	+$514K	0.01%	529
2024 Q3	$324K	Sell	569 -23	-4%	-$12.7K	﹤0.01%	643
2024 Q2	$317K	Sell	592 -50	-8%	-$26.9K	0.01%	613
2024 Q1	$357K	Sell	642 -8	-1%	-$4.14K	0.01%	585
2023 Q4	$330K	Sell	650 -3	-0.5%	-$1.39K	0.01%	448
2023 Q3	$298K	Sell	653 -12	-2%	-$5.75K	0.01%	477
2023 Q2	$318K	Sell	665 -7	-1%	-$3.19K	0.01%	398
2023 Q1	$308K	Sell	672 -37	-5%	-$17.2K	0.01%	387
2022 Q4	$314K	Buy	+709	New	+$314K	0.01%	403

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

Aptus Capital Advisors's MDY Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, buying an estimated $159K and bringing the position to 1,808 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #582.

Aptus Capital Advisors first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Aptus Capital Advisors held 1,808 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.27M as of Q2 2026.
Aptus Capital Advisors bought 237 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $159K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #582 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.