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Benchmark Financial Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Benchmark Financial Wealth 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 		$4.29M Sell
6,106
-456
-7% -$305K 1.06% 27
2026
Q1 		$4.05M Sell
6,562
-141
-2% -$89.4K 1.12% 24
2025
Q4 		$4.04M Sell
6,703
-211
-3% -$126K 1.16% 22
2025
Q3 		$4.12M Buy
6,914
+85
+1% +$49.9K 1.24% 23
2025
Q2 		$3.87M Sell
6,829
-685
-9% -$368K 1.28% 22
2025
Q1 		$4.01M Sell
7,514
-923
-11% -$524K 1.51% 18
2024
Q4 		$4.81M Buy
8,437
+384
+5% +$225K 1.54% 17
2024
Q3 		$4.59M Buy
8,053
+187
+2% +$103K 1.53% 16
2024
Q2 		$4.21M Buy
7,866
+83
+1% +$44.6K 1.56% 16
2024
Q1 		$4.33M Sell
7,783
-256
-3% -$133K 1.65% 17
2023
Q4 		$4.08M Sell
8,039
-60
-0.7% -$27.9K 1.76% 15
2023
Q3 		$3.7M Buy
8,099
+57
+0.7% +$27.3K 1.74% 15
2023
Q2 		$3.85M Sell
8,042
-288
-3% -$131K 1.79% 15
2023
Q1 		$3.82M Sell
8,330
-277
-3% -$129K 1.96% 15
2022
Q4 		$3.81M Sell
8,607
-496
-5% -$219K 2.07% 16
2022
Q3 		$3.66M Buy
9,103
+457
+5% +$202K 2.15% 15
2022
Q2 		$3.58M Buy
8,646
+2,550
+42% +$1.15M 1.83% 18
2022
Q1 		$2.99M Sell
6,096
-421
-6% -$205K 1.27% 22
2021
Q4 		$3.37M Buy
6,517
+88
+1% +$44.8K 1.41% 19
2021
Q3 		$3.09M Buy
6,429
+131
+2% +$64.3K 1.47% 18
2021
Q2 		$3.09M Buy
6,298
+149
+2% +$73.5K 1.48% 18
2021
Q1 		$2.93M Buy
6,149
+161
+3% +$73.4K 1.6% 18
2020
Q4 		$2.51M Buy
5,988
+16
+0.3% +$6.16K 1.38% 18
2020
Q3 		$2.02M Sell
5,972
-50
-0.8% -$17.1K 1.3% 19
2020
Q2 		$1.95M Sell
6,022
-359
-6% -$109K 1.44% 19
2020
Q1 		$1.68M Sell
6,381
-124
-2% -$42K 1.69% 14
2019
Q4 		$2.44M Sell
6,505
-40
-0.6% -$14.5K 2.02% 12
2019
Q3 		$2.31M Sell
6,545
-240
-4% -$84.1K 2.26% 8
2019
Q2 		$2.41M Sell
6,785
-627
-8% -$219K 2.35% 10
2019
Q1 		$2.56M Sell
7,412
-372
-5% -$125K 2.67% 8
2018
Q4 		$2.36M Buy
+7,784
New +$2.59M 2.92% 8

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benchmark Financial Wealth Advisors's MDY Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.9% in Q2 2026, selling an estimated $305K and leaving 6,106 shares worth $4.29M. The position accounts for 1.06% of the portfolio, ranked #27.

Benchmark Financial Wealth Advisors first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.81M in Q4 2024. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 6,106 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.29M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 456 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $305K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Benchmark Financial Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
  • Benchmark Financial Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.81M in Q4 2024.
  • 1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.