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

Avantax Planning 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	$923K	Sell	1,313 -358	-21%	-$240K	0.02%	204
2026 Q1	$1.03M	Sell	1,671 -134	-7%	-$84.9K	0.03%	189
2025 Q4	$1.09M	Sell	1,805 -188	-9%	-$112K	0.03%	185
2025 Q3	$1.19M	Buy	1,993 +422	+27%	+$248K	0.03%	181
2025 Q2	$890K	Sell	1,571 -284	-15%	-$152K	0.03%	199
2025 Q1	$990K	Sell	1,855 -188	-9%	-$107K	0.04%	186
2024 Q4	$1.16M	Sell	2,043 -9	-0.4%	-$5.28K	0.04%	169
2024 Q3	$1.17M	Sell	2,052 -556	-21%	-$306K	0.04%	171
2024 Q2	$1.4M	Sell	2,608 -456	-15%	-$245K	0.04%	172
2024 Q1	$1.7M	Buy	3,064 +79	+3%	+$40.9K	0.06%	160
2023 Q4	$1.51M	Sell	2,985 -34	-1%	-$15.8K	0.06%	138
2023 Q3	$1.38M	Buy	3,019 +34	+1%	+$16.3K	0.06%	137
2023 Q2	$1.43M	Sell	2,985 -23	-0.8%	-$10.5K	0.06%	140
2023 Q1	$1.38M	Sell	3,008 -44	-1%	-$20.5K	0.06%	137
2022 Q4	$1.35M	Sell	3,052 -951	-24%	-$421K	0.05%	134
2022 Q3	$1.61M	Buy	4,003 +33	+0.8%	+$14.6K	0.07%	110
2022 Q2	$1.64M	Hold	3,970	–	–	0.07%	113
2022 Q1	$1.95M	Sell	3,970 -3,627	-48%	-$1.76M	0.08%	108
2021 Q4	$3.93M	Buy	7,597 +6,866	+939%	+$3.49M	0.16%	58
2021 Q3	$352K	Hold	731	–	–	0.02%	233
2021 Q2	$359K	Sell	731 -2	-0.3%	-$987	0.02%	234
2021 Q1	$349K	Buy	+733	New	+$334K	0.02%	222
2018 Q4	–	Sell	-998	Closed	-$367K	–	832
2018 Q3	$367K	Buy	+998	New	+$366K	0.03%	168
2018 Q2	–	Sell	-198	Closed	-$68K	–	960
2018 Q1	$68K	Sell	198 -1,510	-88%	-$525K	0.01%	474
2017 Q4	$590K	Sell	1,708 -12	-0.7%	-$4.04K	0.05%	150
2017 Q3	$561K	Buy	1,720 +216	+14%	+$68.7K	0.04%	189
2017 Q2	$478K	Sell	1,504 -9	-0.6%	-$2.83K	0.04%	197
2017 Q1	$473K	Sell	1,513 -78	-5%	-$24.2K	0.04%	186
2016 Q4	$480K	Buy	+1,591	New	+$460K	0.05%	167

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Avantax Planning Partners's MDY Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q2 2026, selling an estimated $240K and leaving 1,313 shares worth $923K. The position accounts for 0.02% of the portfolio, ranked #204.

Avantax Planning Partners first reported a position in MDY in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.93M in Q4 2021. 724 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Avantax Planning Partners held 1,313 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $923K as of Q2 2026.
Avantax Planning Partners sold 358 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $240K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #204 holding.
Avantax Planning Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 29 quarters since.
Avantax Planning Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.93M in Q4 2021.
724 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.