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

Brookstone Capital 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 		$21.5M Buy
30,628
+211
+0.7% +$141K 0.22% 125
2026
Q1 		$18.8M Buy
30,417
+14,533
+91% +$9.21M 0.21% 124
2025
Q4 		$9.58M Buy
15,884
+455
+3% +$272K 0.11% 212
2025
Q3 		$9.2M Sell
15,429
-930
-6% -$546K 0.11% 213
2025
Q2 		$9.27M Sell
16,359
-6
-0% -$3.22K 0.12% 201
2025
Q1 		$8.73M Sell
16,365
-727
-4% -$413K 0.13% 192
2024
Q4 		$9.74M Buy
17,092
+16,200
+1,816% +$9.5M 0.14% 174
2024
Q3 		$508K Buy
892
+205
+30% +$113K 0.01% 683
2024
Q2 		$385K Sell
687
-135
-16% -$72.6K 0.01% 725
2024
Q1 		$457K Sell
822
-271
-25% -$140K 0.01% 651
2023
Q4 		$555K Sell
1,093
-6
-0.5% -$2.79K 0.01% 578
2023
Q3 		$486K Sell
1,099
-58
-5% -$27.8K 0.01% 581
2023
Q2 		$550K Sell
1,157
-44
-4% -$20K 0.01% 561
2023
Q1 		$550K Buy
1,201
+208
+21% +$97K 0.01% 567
2022
Q4 		$451K Sell
993
-3,255
-77% -$1.44M 0.01% 601
2022
Q3 		$1.75M Buy
4,248
+316
+8% +$140K 0.04% 306
2022
Q2 		$1.67M Buy
3,932
+2,388
+155% +$1.08M 0.04% 319
2022
Q1 		$733K Sell
1,544
-1,187
-43% -$577K 0.01% 471
2021
Q4 		$1.39M Buy
2,731
+364
+15% +$185K 0.02% 328
2021
Q3 		$1.16M Sell
2,367
-53,419
-96% -$26.2M 0.02% 358
2021
Q2 		$27.2M Sell
55,786
-5,594
-9% -$2.76M 0.49% 59
2021
Q1 		$29.2M Buy
61,380
+37,287
+155% +$17M 1.12% 20
2020
Q4 		$10.1M Buy
+24,093
New +$9.28M 0.4% 51
2015
Q4 		– Sell
-200
Closed -$50K – 593
2015
Q3 		$50K Buy
+200
New +$53K 0.01% 414

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
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
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Brookstone Capital Management's MDY Position: Q2 2026 in Review

Brookstone Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.69% in Q2 2026, buying an estimated $141K and bringing the position to 30,628 shares worth $21.5M. The position accounts for 0.22% of the portfolio, ranked #125.

Brookstone Capital Management first reported a position in MDY in Q3 2015 and has held it in 24 quarters since. The position peaked at $29.2M in Q1 2021. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Brookstone Capital Management held 30,628 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $21.5M as of Q2 2026.
  • Brookstone Capital Management bought 211 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $141K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Brookstone Capital Management's portfolio in Q2 2026, its #125 holding.
  • Brookstone Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2015 and has held it in 24 quarters since.
  • Brookstone Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $29.2M in Q1 2021.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.