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

Bragg Financial 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	$628K	Hold	892	–	–	0.02%	270
2026 Q1	$550K	Sell	892 -7	-0.8%	-$4.44K	0.02%	266
2025 Q4	$543K	Hold	899	–	–	0.02%	262
2025 Q3	$536K	Hold	899	–	–	0.02%	256
2025 Q2	$509K	Sell	899 -20	-2%	-$10.7K	0.02%	260
2025 Q1	$490K	Sell	919 -6	-0.6%	-$3.41K	0.02%	257
2024 Q4	$527K	Hold	925	–	–	0.02%	253
2024 Q3	$527K	Buy	925 +3	+0.3%	+$1.65K	0.02%	243
2024 Q2	$493K	Sell	922 -52	-5%	-$28K	0.02%	241
2024 Q1	$542K	Sell	974 -85	-8%	-$44K	0.02%	235
2023 Q4	$537K	Sell	1,059 -8	-0.7%	-$3.71K	0.03%	235
2023 Q3	$487K	Sell	1,067 -97	-8%	-$46.5K	0.03%	242
2023 Q2	$557K	Hold	1,164	–	–	0.03%	238
2023 Q1	$534K	Sell	1,164 -24	-2%	-$11.2K	0.03%	236
2022 Q4	$526K	Sell	1,188 -23	-2%	-$10.2K	0.03%	233
2022 Q3	$486K	Hold	1,211	–	–	0.03%	224
2022 Q2	$501K	Hold	1,211	–	–	0.03%	229
2022 Q1	$594K	Buy	1,211 +59	+5%	+$28.7K	0.03%	221
2021 Q4	$554K	Hold	1,152	–	–	0.04%	213
2021 Q3	$554K	Hold	1,152	–	–	0.04%	213
2021 Q2	$566K	Buy	1,152 +505	+78%	+$249K	0.04%	212
2021 Q1	$308K	Sell	647 -42	-6%	-$19.1K	0.02%	257
2020 Q4	$289K	Sell	689 -18	-3%	-$6.93K	0.03%	248
2020 Q3	$240K	Sell	707 -30	-4%	-$10.2K	0.02%	246
2020 Q2	$239K	Sell	737 -75	-9%	-$22.7K	0.03%	248
2020 Q1	$213K	Hold	812	–	–	0.03%	241
2019 Q4	$305K	Hold	812	–	–	0.03%	236
2019 Q3	$286K	Sell	812 -98	-11%	-$34.3K	0.03%	236
2019 Q2	$323K	Hold	910	–	–	0.04%	230
2019 Q1	$314K	Sell	910 -15	-2%	-$5.05K	0.04%	225
2018 Q4	$280K	Hold	925	–	–	0.04%	223
2018 Q3	$340K	Hold	925	–	–	0.05%	221
2018 Q2	$328K	Buy	925 +300	+48%	+$105K	0.05%	219
2018 Q1	$214K	Hold	625	–	–	0.03%	249
2017 Q4	$216K	Hold	625	–	–	0.03%	253
2017 Q3	$204K	Buy	+625	New	+$199K	0.03%	249
2016 Q4	–	Sell	-805	Closed	-$227K	–	256
2016 Q3	$227K	Sell	805 -65	-7%	-$18.3K	0.04%	241
2016 Q2	$237K	Hold	870	–	–	0.04%	238
2016 Q1	$229K	Hold	870	–	–	0.04%	238
2015 Q4	$221K	Hold	870	–	–	0.05%	226
2015 Q3	$217K	Sell	870 -97	-10%	-$25.7K	0.05%	217
2015 Q2	$264K	Hold	967	–	–	0.06%	217
2015 Q1	$268K	Hold	967	–	–	0.06%	211
2014 Q4	$255K	Hold	967	–	–	0.06%	209
2014 Q3	$241K	Sell	967 -150	-13%	-$38.5K	0.06%	208
2014 Q2	$291K	Hold	1,117	–	–	0.07%	203
2014 Q1	$280K	Hold	1,117	–	–	0.07%	207
2013 Q4	$273K	Buy	1,117 +1	+0.1%	+$235	0.07%	215
2013 Q3	$253K	Sell	1,116 -46	-4%	-$10.2K	0.07%	213
2013 Q2	$244K	Buy	+1,162	New	+$246K	0.07%	208

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bragg Financial Advisors's MDY Position: Q2 2026 in Review

Bragg Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 892 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #270.

Bragg Financial Advisors first reported a position in MDY in Q2 2013 and has held it in 50 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bragg Financial Advisors held 892 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $628K as of Q2 2026.
Bragg Financial Advisors 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 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #270 holding.
Bragg Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 50 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.