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

Berger Financial Group’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 		$1.15M Hold
1,630
– – 0.06% 203
2026
Q1 		$1.01M Sell
1,630
-10
-0.6% -$6.34K 0.06% 208
2025
Q4 		$989K Sell
1,640
-60
-4% -$35.9K 0.06% 211
2025
Q3 		$1.01M Hold
1,700
– – 0.06% 208
2025
Q2 		$963K Sell
1,700
-207
-11% -$111K 0.06% 201
2025
Q1 		$1.02M Buy
1,907
+926
+94% +$526K 0.07% 188
2024
Q4 		$559K Sell
981
-563
-36% -$330K 0.04% 241
2024
Q3 		$879K Buy
1,544
+429
+38% +$236K 0.06% 170
2024
Q2 		$597K Hold
1,115
– – 0.05% 191
2024
Q1 		$620K Sell
1,115
-492
-31% -$255K 0.05% 183
2023
Q4 		$815K Buy
1,607
+1
+0.1% +$464 0.08% 136
2023
Q3 		$733K Hold
1,606
– – 0.08% 134
2023
Q2 		$769K Buy
1,606
+1
+0.1% +$455 0.09% 129
2023
Q1 		$736K Buy
1,605
+1
+0.1% +$466 0.09% 128
2022
Q4 		$710K Buy
+1,604
New +$709K 0.09% 129
2022
Q3 		– Sell
-1,603
Closed -$663K – 249
2022
Q2 		$663K Buy
1,603
+1
+0.1% +$452 0.1% 116
2022
Q1 		$786K Hold
1,602
– – 0.1% 116
2021
Q4 		$829K Buy
1,602
+1
+0.1% +$509 0.11% 117
2021
Q3 		$770K Sell
1,601
-10
-0.6% -$4.91K 0.14% 90
2021
Q2 		$791K Hold
1,611
– – 0.14% 90
2021
Q1 		$767K Buy
1,611
+1
+0.1% +$456 0.17% 85
2020
Q4 		$676K Buy
+1,610
New +$620K 0.12% 110

Other funds holding MDY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Berger Financial Group's MDY Position: Q2 2026 in Review

Berger Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,630 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #203.

Berger Financial Group first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. 1,093 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Berger Financial Group held 1,630 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.15M as of Q2 2026.
  • Berger Financial Group 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 0.06% of Berger Financial Group's portfolio in Q2 2026, its #203 holding.
  • Berger Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,093 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.