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 Q3	$11.7K	Hold	17	–	–	﹤0.01%	284
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Burkett Financial Services's MDY Position: Q3 2026 in Review

Burkett Financial Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 17 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Burkett Financial Services first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.3K in Q4 2023. 13 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Burkett Financial Services held 17 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.7K as of Q3 2026.
Burkett Financial Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #284 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 12 quarters since.
Burkett Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $21.3K in Q4 2023.
13 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.