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

Clune & Associates’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	$268K	Hold	409	–	–	0.04%	140
2026 Q2	$287K	Sell	409 -28	-6%	-$18.8K	0.04%	141
2026 Q1	$270K	Buy	437 +1	+0.2%	+$634	0.05%	148
2025 Q4	$263K	Buy	436 +1	+0.2%	+$598	0.06%	145
2025 Q3	$259K	Hold	435	–	–	0.06%	135
2025 Q2	$246K	Buy	+435	New	+$233K	0.07%	136

Other funds holding MDY

MPWT

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

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FFBTD

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

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Clune & Associates's MDY Position: Q3 2026 in Review

Clune & Associates held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 409 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #140.

Clune & Associates first reported a position in MDY in Q2 2025 and has held it in 6 quarters since. The position peaked at $287K in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Clune & Associates held 409 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $268K as of Q3 2026.
Clune & Associates 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 0.04% of Clune & Associates's portfolio in Q3 2026, its #140 holding.
Clune & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 6 quarters since.
Clune & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $287K in Q2 2026.
91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.