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

Broadway Wealth Solutions’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	$300K	Hold	427	–	–	0.14%	66
2026 Q1	$263K	Hold	427	–	–	0.14%	80
2025 Q4	$258K	Hold	427	–	–	0.14%	78
2025 Q3	$255K	Hold	427	–	–	0.14%	81
2025 Q2	$242K	Hold	427	–	–	0.15%	82
2025 Q1	$228K	Hold	427	–	–	0.17%	78
2024 Q4	$243K	Buy	+427	New	+$250K	0.18%	81

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Broadway Wealth Solutions's MDY Position: Q2 2026 in Review

Broadway Wealth Solutions held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 427 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #66.

Broadway Wealth Solutions first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Broadway Wealth Solutions held 427 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $300K as of Q2 2026.
Broadway Wealth Solutions 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 0.14% of Broadway Wealth Solutions's portfolio in Q2 2026, its #66 holding.
Broadway Wealth Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.