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

BigSur Wealth Management’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	$1.23M	Hold	1,740	–	–	0.3%	87
2026 Q1	$1.08M	Buy	1,740 +300	+21%	+$190K	0.3%	85
2025 Q4	$872K	Hold	1,440	–	–	0.21%	94
2025 Q3	$861K	Hold	1,440	–	–	0.21%	88
2025 Q2	$818K	Hold	1,440	–	–	0.21%	90
2025 Q1	$770K	Hold	1,440	–	–	0.21%	95
2024 Q4	$823K	Hold	1,440	–	–	0.24%	89
2024 Q3	$823K	Hold	1,440	–	–	0.23%	90
2024 Q2	$773K	Hold	1,440	–	–	0.24%	88
2024 Q1	$803K	Buy	+1,440	New	+$746K	0.25%	91
2020 Q1	–	Sell	-4,900	Closed	-$1.85M	–	118
2019 Q4	$1.85M	Sell	4,900 -300	-6%	-$108K	1.04%	27
2019 Q3	$1.84M	Sell	5,200 -250	-5%	-$87.6K	1.24%	18
2019 Q2	$1.95M	Sell	5,450 -2,550	-32%	-$891K	1.36%	16
2019 Q1	$2.77M	Sell	8,000 -5,400	-40%	-$1.82M	1.82%	10
2018 Q4	$4.07M	Sell	13,400 -200	-1%	-$66.6K	2.89%	4
2018 Q3	$5.03M	Buy	13,600 +5,300	+64%	+$1.94M	3.14%	4
2018 Q2	$2.96M	Hold	8,300	–	–	2.16%	7
2018 Q1	$2.84M	Buy	8,300 +4,000	+93%	+$1.39M	2.03%	7
2017 Q4	$1.49M	Hold	4,300	–	–	1.48%	13
2017 Q3	$1.41M	Hold	4,300	–	–	1.42%	13
2017 Q2	$1.37M	Hold	4,300	–	–	1.39%	13
2017 Q1	$1.35M	Hold	4,300	–	–	1.46%	11
2016 Q4	$1.3M	Buy	+4,300	New	+$1.24M	1.74%	13

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

BigSur Wealth Management's MDY Position: Q2 2026 in Review

BigSur Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,740 shares worth $1.23M. The position accounts for 0.3% of the portfolio, ranked #87.

BigSur Wealth Management first reported a position in MDY in Q4 2016 and has held it in 23 quarters since. The position peaked at $5.03M in Q3 2018. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

BigSur Wealth Management held 1,740 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.23M as of Q2 2026.
BigSur Wealth Management 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 0.3% of BigSur Wealth Management's portfolio in Q2 2026, its #87 holding.
BigSur Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 23 quarters since.
BigSur Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.03M in Q3 2018.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.