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

Burkett Financial Services’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	$12.5K	Sell	17 -8	-32%	-$5.36K	﹤0.01%	169
2026 Q1	$15.8K	Hold	25	–	–	0.01%	152
2025 Q4	$15.4K	Sell	25 -1	-4%	-$598	0.01%	149
2025 Q3	$15.2K	Buy	26 +1	+4%	+$587	0.01%	143
2025 Q2	$14.4K	Hold	25	–	–	0.01%	138
2025 Q1	$13.5K	Hold	25	–	–	0.01%	153
2024 Q4	$14.4K	Hold	25	–	–	0.01%	132
2024 Q3	$14.4K	Sell	25 -1	-4%	-$551	0.01%	123
2024 Q2	$14K	Hold	26	–	–	0.01%	125
2024 Q1	$14.5K	Sell	26 -16	-38%	-$8.29K	0.01%	129
2023 Q4	$21.3K	Buy	+42	New	+$19.5K	0.01%	113

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCM

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

Burkett Financial Services's MDY Position: Q2 2026 in Review

Burkett Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 32% in Q2 2026, selling an estimated $5.36K and leaving 17 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Burkett Financial Services first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.3K in Q4 2023. 465 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Burkett Financial Services held 17 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.5K as of Q2 2026.
Burkett Financial Services sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #169 holding.
Burkett Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $21.3K in Q4 2023.
465 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.