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

Bensler’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	$330K	Buy	469 +1	+0.2%	+$670	0.03%	160
2026 Q1	$288K	Buy	468 +2	+0.4%	+$1.27K	0.03%	154
2025 Q4	$281K	Buy	466 +1	+0.2%	+$598	0.03%	152
2025 Q3	$277K	Hold	465	–	–	0.03%	145
2025 Q2	$263K	Hold	465	–	–	0.03%	148
2025 Q1	$248K	Hold	465	–	–	0.03%	142
2024 Q4	$265K	Hold	465	–	–	0.03%	139
2024 Q3	$265K	Hold	465	–	–	0.03%	142
2024 Q2	$249K	Hold	465	–	–	0.03%	140
2024 Q1	$259K	Hold	465	–	–	0.04%	132
2023 Q4	$236K	Sell	465 -192	-29%	-$89.2K	0.04%	139
2023 Q3	$300K	Hold	657	–	–	0.06%	122
2023 Q2	$315K	Hold	657	–	–	0.06%	123
2023 Q1	$301K	Hold	657	–	–	0.06%	119
2022 Q4	$291K	Sell	657 -42	-6%	-$18.6K	0.06%	123
2022 Q3	$281K	Hold	699	–	–	0.07%	120
2022 Q2	$289K	Hold	699	–	–	0.07%	121
2022 Q1	$343K	Buy	+699	New	+$340K	0.07%	116

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

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

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

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

Bensler's MDY Position: Q2 2026 in Review

Bensler increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.21% in Q2 2026, buying an estimated $670 and bringing the position to 469 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #160.

Bensler first reported a position in MDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $343K in Q1 2022. 599 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bensler held 469 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $330K as of Q2 2026.
Bensler bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Bensler's portfolio in Q2 2026, its #160 holding.
Bensler first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 18 quarters since.
Bensler's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $343K in Q1 2022.
599 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.