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MDY icon

Conservest Capital Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Conservest Capital Advisors’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 		$147M Sell
208,394
-3,312
-2% -$2.22M 11.66% 3
2026
Q1 		$131M Sell
211,706
-2,613
-1% -$1.66M 11.84% 2
2025
Q4 		$129M Sell
214,319
-3,370
-2% -$2.02M 11.66% 3
2025
Q3 		$130M Sell
217,689
-506
-0.2% -$297K 12% 3
2025
Q2 		$124M Sell
218,195
-4,715
-2% -$2.53M 12.21% 2
2025
Q1 		$119M Sell
222,910
-1,049
-0.5% -$595K 12.49% 2
2024
Q4 		$128M Sell
223,959
-16,687
-7% -$9.78M 13.18% 2
2024
Q3 		$134M Buy
240,646
+8,683
+4% +$4.78M 13.73% 2
2024
Q2 		$129M Sell
231,963
-10,143
-4% -$5.45M 13.92% 1
2024
Q1 		$135M Sell
242,106
-13,126
-5% -$6.8M 13.74% 2
2023
Q4 		$130M Buy
255,232
+310
+0.1% +$144K 13.77% 1
2023
Q3 		$116M Buy
254,922
+1,478
+0.6% +$708K 14.05% 1
2023
Q2 		$121M Buy
253,444
+3,156
+1% +$1.44M 14.05% 1
2023
Q1 		$115M Buy
250,288
+4,116
+2% +$1.92M 13.68% 1
2022
Q4 		$109M Buy
+246,172
New +$109M 13.83% 1
2022
Q3 		– Sell
-238,520
Closed -$105M – 1
2022
Q2 		$98.6M Buy
238,520
+3,898
+2% +$1.76M 12.28% 1
2022
Q1 		$115M Buy
234,622
+6,551
+3% +$3.19M 12.75% 1
2021
Q4 		$118M Sell
228,071
-629
-0.3% -$320K 12.65% 1
2021
Q3 		$110M Sell
228,700
-1,580
-0.7% -$776K 12.39% 1
2021
Q2 		$113M Buy
230,280
+114
+0% +$56.2K 12.77% 1
2021
Q1 		$110M Sell
230,166
-1,928
-0.8% -$879K 12.58% 1
2020
Q4 		$97.5M Sell
232,094
-589
-0.3% -$227K 11.69% 1
2020
Q3 		$78.8M Sell
232,683
-4,209
-2% -$1.44M 10.61% 2
2020
Q2 		$76.9M Sell
236,892
-5,724
-2% -$1.74M 11% 2
2020
Q1 		$63.8M Sell
242,616
-409
-0.2% -$139K 10.56% 2
2019
Q4 		$91.2M Buy
243,025
+11,379
+5% +$4.11M 11.92% 1
2019
Q3 		$81.6M Sell
231,646
-4,825
-2% -$1.69M 11.84% 1
2019
Q2 		$83.8M Buy
236,471
+2,619
+1% +$915K 12.3% 1
2019
Q1 		$80.8M Buy
233,852
+28,276
+14% +$9.51M 12.12% 1
2018
Q4 		$62.2M Sell
205,576
-5,565
-3% -$1.85M 10.26% 1
2018
Q3 		$77.6M Buy
211,141
+2,783
+1% +$1.02M 11.37% 1
2018
Q2 		$74M Sell
208,358
-12,235
-6% -$4.3M 11.47% 1
2018
Q1 		$75.4M Sell
220,593
-18,712
-8% -$6.51M 16.42% 1
2017
Q4 		$82.7M Sell
239,305
-1,098
-0.5% -$370K 16.43% 1
2017
Q3 		$78.5M Buy
240,403
+1,161
+0.5% +$369K 12.43% 1
2017
Q2 		$76M Buy
239,242
+1,655
+0.7% +$521K 16.13% 1
2017
Q1 		$74.2M Buy
+237,587
New +$73.7M 15.74% 1

Other funds holding MDY

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

Conservest Capital Advisors's MDY Position: Q2 2026 in Review

Conservest Capital Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q2 2026, selling an estimated $2.22M and leaving 208,394 shares worth $147M. The position accounts for 11.66% of the portfolio, ranked #3.

Conservest Capital Advisors first reported a position in MDY in Q1 2017 and has held it in 37 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Conservest Capital Advisors held 208,394 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $147M as of Q2 2026.
  • Conservest Capital Advisors sold 3,312 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.22M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 11.66% of Conservest Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Conservest Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 37 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.