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

DAGCO Inc’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 		– Sell
-227
Closed -$140K – 244
2026
Q1 		$140K Hold
227
– – 0.03% 119
2025
Q4 		$137K Hold
227
– – 0.03% 117
2025
Q3 		$135K Hold
227
– – 0.03% 120
2025
Q2 		$129K Hold
227
– – 0.04% 117
2025
Q1 		$121K Buy
+227
New +$129K 0.04% 108

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

DAGCO Inc's MDY Position: Q2 2026 in Review

DAGCO Inc sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 227 shares — an estimated $140K sold.

DAGCO Inc first reported a position in MDY in Q1 2025 and held it in 5 quarters. The position peaked at $140K in Q1 2026. 515 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • DAGCO Inc reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 227 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $140K.
  • DAGCO Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $140K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.