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

Blackston Financial Advisory 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 Q1	$413K	Sell	669 -149	-18%	-$94.4K	0.26%	56
2025 Q4	$493K	Sell	818 -163	-17%	-$97.5K	0.3%	52
2025 Q3	$585K	Sell	981 -270	-22%	-$158K	0.35%	43
2025 Q2	$709K	Sell	1,251 -180	-13%	-$96.6K	0.44%	33
2025 Q1	$763K	Sell	1,431 -117	-8%	-$66.4K	0.52%	27
2024 Q4	$882K	Sell	1,548 -47	-3%	-$27.5K	0.44%	35
2024 Q3	$909K	Buy	+1,595	New	+$879K	0.47%	32
2022 Q4	–	Sell	-471	Closed	-$209K	–	92
2022 Q3	$209K	Buy	+471	New	+$208K	0.15%	82
2022 Q2	–	Sell	-723	Closed	-$348K	–	102
2022 Q1	$348K	Buy	+723	New	+$352K	0.23%	56

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blackston Financial Advisory Group's MDY Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 18% in Q1 2026, selling an estimated $94.4K and leaving 669 shares worth $413K. The position accounts for 0.26% of the portfolio, ranked #56.

Blackston Financial Advisory Group first reported a position in MDY in Q1 2022 and has held it in 9 quarters since. The position peaked at $909K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Blackston Financial Advisory Group held 669 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $413K as of Q1 2026.
Blackston Financial Advisory Group sold 149 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $94.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #56 holding.
Blackston Financial Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 9 quarters since.
Blackston Financial Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $909K in Q3 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.