Aspen Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Aspen Investment 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	$326K	Hold	463	–	–	0.09%	159
2026 Q1	$286K	Hold	463	–	–	0.09%	160
2025 Q4	$279K	Hold	463	–	–	0.08%	163
2025 Q3	$276K	Hold	463	–	–	0.11%	137
2025 Q2	$262K	Sell	463 -2,368	-84%	-$1.27M	0.11%	140
2025 Q1	$1.51M	Sell	2,831 -114	-4%	-$64.7K	0.7%	46
2024 Q4	$1.68M	Buy	2,945 +659	+29%	+$386K	0.78%	36
2024 Q3	$1.3M	Buy	2,286 +856	+60%	+$472K	0.61%	49
2024 Q2	$765K	Hold	1,430	–	–	0.38%	77
2024 Q1	$796K	Buy	1,430 +172	+14%	+$89.1K	0.4%	74
2023 Q4	$638K	Sell	1,258 -25	-2%	-$11.6K	0.36%	77
2023 Q3	$585K	Buy	1,283 +820	+177%	+$393K	0.35%	78
2023 Q2	$222K	Hold	463	–	–	0.13%	129
2023 Q1	$212K	Hold	463	–	–	0.14%	126
2022 Q4	$205K	Buy	+463	New	+$205K	0.13%	123
2022 Q2	–	Sell	-2,448	Closed	-$1.2M	–	145
2022 Q1	$1.2M	Sell	2,448 -27	-1%	-$13.1K	0.63%	54
2021 Q4	$1.28M	Sell	2,475 -24	-1%	-$12.2K	0.63%	52
2021 Q3	$1.2M	Buy	2,499 +20	+0.8%	+$9.82K	0.64%	50
2021 Q2	$1.22M	Buy	2,479 +876	+55%	+$432K	0.64%	48
2021 Q1	$763K	Sell	1,603 -81	-5%	-$36.9K	0.43%	79
2020 Q4	$707K	Buy	+1,684	New	+$649K	0.42%	77

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

Aspen Investment Management's MDY Position: Q2 2026 in Review

Aspen Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 463 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #159.

Aspen Investment Management first reported a position in MDY in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.68M in Q4 2024. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Aspen Investment Management held 463 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $326K as of Q2 2026.
Aspen Investment 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 0.09% of Aspen Investment Management's portfolio in Q2 2026, its #159 holding.
Aspen Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 21 quarters since.
Aspen Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.68M in Q4 2024.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.