Congress Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Congress Asset Management’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	$614K	Sell	873 -161	-16%	-$108K	﹤0.01%	323
2026 Q1	$638K	Buy	1,034 +147	+17%	+$93.2K	﹤0.01%	364
2025 Q4	$535K	Sell	887 -727	-45%	-$435K	﹤0.01%	340
2025 Q3	$962K	Buy	1,614 +258	+19%	+$151K	0.01%	320
2025 Q2	$768K	Buy	1,356 +727	+116%	+$390K	0.01%	327
2025 Q1	$336K	Sell	629 -892	-59%	-$506K	﹤0.01%	344
2024 Q4	$866K	Buy	1,521 +1,037	+214%	+$608K	0.01%	325
2024 Q3	$276K	Sell	484 -49	-9%	-$27K	﹤0.01%	349
2024 Q2	$285K	Buy	533 +50	+10%	+$26.9K	﹤0.01%	354
2024 Q1	$269K	Sell	483 -2,111	-81%	-$1.09M	﹤0.01%	344
2023 Q4	$1.32M	Buy	2,594 +2,105	+430%	+$977K	0.01%	309
2023 Q3	$223K	Hold	489	–	–	﹤0.01%	371
2023 Q2	$234K	Hold	489	–	–	﹤0.01%	364
2023 Q1	$224K	Sell	489 -94	-16%	-$43.8K	﹤0.01%	365
2022 Q4	$258K	Buy	583 +83	+17%	+$36.7K	﹤0.01%	368
2022 Q3	$201K	Sell	500 -235	-32%	-$104K	﹤0.01%	364
2022 Q2	$304K	Buy	735 +106	+17%	+$47.9K	﹤0.01%	353
2022 Q1	$308K	Sell	629 -127	-17%	-$61.8K	﹤0.01%	346
2021 Q4	$391K	Buy	756 +242	+47%	+$123K	﹤0.01%	350
2021 Q3	$247K	Buy	514 +11	+2%	+$5.4K	﹤0.01%	346
2021 Q2	$247K	Buy	503 +5	+1%	+$2.47K	﹤0.01%	351
2021 Q1	$237K	Sell	498 -565	-53%	-$258K	﹤0.01%	347
2020 Q4	$446K	Buy	1,063 +25	+2%	+$9.63K	﹤0.01%	319
2020 Q3	$352K	Buy	1,038 +2	+0.2%	+$683	﹤0.01%	307
2020 Q2	$336K	Sell	1,036 -50	-5%	-$15.2K	﹤0.01%	296
2020 Q1	$285K	Sell	1,086 -20	-2%	-$6.78K	﹤0.01%	306
2019 Q4	$415K	Sell	1,106 -20	-2%	-$7.23K	0.01%	315
2019 Q3	$397K	Buy	1,126 +425	+61%	+$149K	0.01%	318
2019 Q2	$249K	Buy	+701	New	+$245K	﹤0.01%	342
2019 Q1	–	Sell	-14,119	Closed	-$4.27M	–	366
2018 Q4	$4.27M	Buy	14,119 +13,533	+2,309%	+$4.51M	0.06%	177
2018 Q3	$215K	Sell	586 -69	-11%	-$25.3K	﹤0.01%	362
2018 Q2	$233K	Buy	655 +61	+10%	+$21.4K	﹤0.01%	357
2018 Q1	$203K	Buy	594 +6	+1%	+$2.09K	﹤0.01%	377
2017 Q4	$203K	Buy	+588	New	+$198K	﹤0.01%	371
2017 Q2	–	Sell	-651	Closed	-$203K	–	260
2017 Q1	$203K	Sell	651 -25	-4%	-$7.76K	﹤0.01%	250
2016 Q4	$204K	Sell	676 -518	-43%	-$150K	﹤0.01%	255
2016 Q3	$337K	Hold	1,194	–	–	0.01%	205
2016 Q2	$325K	Hold	1,194	–	–	0.01%	209
2016 Q1	$314K	Hold	1,194	–	–	0.01%	209
2015 Q4	$303K	Buy	1,194 +220	+23%	+$57.3K	0.01%	213
2015 Q3	$242K	Sell	974 -205	-17%	-$54.3K	0.01%	205
2015 Q2	$322K	Sell	1,179 -300	-20%	-$83.4K	0.01%	208
2015 Q1	$410K	Sell	1,479 -52	-3%	-$14K	0.01%	200
2014 Q4	$404K	Sell	1,531 -145	-9%	-$37.1K	0.01%	206
2014 Q3	$418K	Sell	1,676 -60	-3%	-$15.4K	0.01%	207
2014 Q2	$452K	Sell	1,736 -333	-16%	-$83.4K	0.01%	207
2014 Q1	$518K	Buy	2,069 +203	+11%	+$49.8K	0.01%	205
2013 Q4	$456K	Sell	1,866 -89	-5%	-$20.9K	0.01%	198
2013 Q3	$442K	Sell	1,955 -6	-0.3%	-$1.33K	0.01%	198
2013 Q2	$412K	Buy	+1,961	New	+$415K	0.01%	194

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

Congress Asset Management's MDY Position: Q2 2026 in Review

Congress Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q2 2026, selling an estimated $108K and leaving 873 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Congress Asset Management first reported a position in MDY in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.27M in Q4 2018. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Congress Asset Management held 873 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $614K as of Q2 2026.
Congress Asset Management sold 161 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $108K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #323 holding.
Congress Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 50 quarters since.
Congress Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.27M in Q4 2018.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.