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Caliber Wealth Management (Kansas)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.11M Sell
3,006
-151
-5% -$101K 0.2% 90
2026
Q1 		$1.95M Sell
3,157
-104
-3% -$65.9K 0.21% 90
2025
Q4 		$1.97M Sell
3,261
-839
-20% -$502K 0.21% 93
2025
Q3 		$2.44M Sell
4,100
-158
-4% -$92.7K 0.27% 82
2025
Q2 		$2.41M Sell
4,258
-350
-8% -$188K 0.26% 84
2025
Q1 		$2.46M Buy
+4,608
New +$2.62M 0.34% 76

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 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

Caliber Wealth Management (Kansas)'s MDY Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.8% in Q2 2026, selling an estimated $101K and leaving 3,006 shares worth $2.11M. The position accounts for 0.2% of the portfolio, ranked #90.

Caliber Wealth Management (Kansas) first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.46M in Q1 2025. 646 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,006 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.11M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 151 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $101K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #90 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.46M in Q1 2025.
  • 646 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.