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

Atwood & Palmer’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 Q3	$146K	Hold	223	–	–	0.01%	182
2026 Q2	$156K	Sell	223 -150	-40%	-$100K	0.01%	170
2026 Q1	$230K	Hold	373	–	–	0.01%	154
2025 Q4	$225K	Hold	373	–	–	0.01%	146
2025 Q3	$222K	Hold	373	–	–	0.01%	150
2025 Q2	$211K	Hold	373	–	–	0.01%	151
2025 Q1	$199K	Hold	373	–	–	0.01%	152
2024 Q4	$212K	Sell	373 -19	-5%	-$11.1K	0.01%	143
2024 Q3	$223K	Hold	392	–	–	0.02%	144
2024 Q2	$209K	Sell	392 -71	-15%	-$38.2K	0.02%	141
2024 Q1	$257K	Hold	463	–	–	0.02%	132
2023 Q4	$235K	Sell	463 -62	-12%	-$28.8K	0.02%	139
2023 Q3	$240K	Hold	525	–	–	0.02%	130
2023 Q2	$251K	Buy	+525	New	+$239K	0.02%	134
2018 Q4	–	Sell	-150	Closed	-$55K	–	331
2018 Q3	$55K	Hold	150	–	–	0.01%	177
2018 Q2	$53K	Hold	150	–	–	0.01%	179
2018 Q1	$51K	Hold	150	–	–	0.01%	179
2017 Q4	$52K	Hold	150	–	–	0.01%	181
2017 Q3	$49K	Hold	150	–	–	0.01%	183
2017 Q2	$48K	Buy	+150	New	+$47.2K	0.01%	187
2015 Q3	–	Sell	-25	Closed	-$7K	–	451
2015 Q2	$7K	Hold	25	–	–	﹤0.01%	314
2015 Q1	$7K	Hold	25	–	–	﹤0.01%	289
2014 Q4	$7K	Hold	25	–	–	﹤0.01%	322
2014 Q3	$6K	Hold	25	–	–	﹤0.01%	336
2014 Q2	$7K	Buy	+25	New	+$6.26K	﹤0.01%	284

Other funds holding MDY

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Atwood & Palmer's MDY Position: Q3 2026 in Review

Atwood & Palmer held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 223 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #182.

Atwood & Palmer first reported a position in MDY in Q2 2014 and has held it in 25 quarters since. The position peaked at $257K in Q1 2024. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Atwood & Palmer held 223 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $146K as of Q3 2026.
Atwood & Palmer left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #182 holding.
Atwood & Palmer first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 25 quarters since.
Atwood & Palmer's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $257K in Q1 2024.
91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.