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Canopy Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Canopy Partners’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 		$10.5M Sell
14,921
-627
-4% -$420K 3.16% 8
2026
Q1 		$9.59M Sell
15,548
-959
-6% -$608K 3.29% 8
2025
Q4 		$9.96M Sell
16,507
-585
-3% -$350K 3.24% 9
2025
Q3 		$10.2M Sell
17,092
-35
-0.2% -$20.5K 3.4% 8
2025
Q2 		$9.7M Sell
17,127
-400
-2% -$215K 3.56% 6
2025
Q1 		$9.35M Sell
17,527
-1,025
-6% -$582K 3.64% 5
2024
Q4 		$10.6M Buy
18,552
+2,746
+17% +$1.61M 4.03% 5
2024
Q3 		$9M Buy
15,806
+1,533
+11% +$845K 3.88% 6
2024
Q2 		$7.64M Hold
14,273
– – 3.55% 6
2024
Q1 		$7.94M Buy
14,273
+350
+3% +$181K 3.88% 5
2023
Q4 		$7.09M Buy
+13,923
New +$6.46M 4.32% 5

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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
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

Canopy Partners's MDY Position: Q2 2026 in Review

Canopy Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4% in Q2 2026, selling an estimated $420K and leaving 14,921 shares worth $10.5M. The position accounts for 3.16% of the portfolio, ranked #8.

Canopy Partners first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q4 2024. 484 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Canopy Partners held 14,921 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.5M as of Q2 2026.
  • Canopy Partners sold 627 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $420K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.16% of Canopy Partners's portfolio in Q2 2026, its #8 holding.
  • Canopy Partners 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.
  • Canopy Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.6M in Q4 2024.
  • 484 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.