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

Disciplined Investments’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	$1.74M	Buy	2,468 +4	+0.2%	+$2.68K	0.56%	46
2026 Q1	$1.52M	Sell	2,464 -9	-0.4%	-$5.7K	0.55%	47
2025 Q4	$1.49M	Sell	2,473 -165	-6%	-$98.7K	0.57%	46
2025 Q3	$1.57M	Buy	2,638 +6	+0.2%	+$3.52K	0.63%	45
2025 Q2	$1.49M	Sell	2,632 -23	-0.9%	-$12.3K	0.63%	46
2025 Q1	$1.42M	Buy	2,655 +7	+0.3%	+$3.97K	0.65%	44
2024 Q4	$1.51M	Buy	2,648 +23	+0.9%	+$13.5K	0.74%	44
2024 Q3	$1.5M	Buy	2,625 +4	+0.2%	+$2.2K	0.74%	42
2024 Q2	$1.4M	Sell	2,621 -44	-2%	-$23.7K	0.75%	41
2024 Q1	$1.48M	Sell	2,665 -23	-0.9%	-$11.9K	0.81%	37
2023 Q4	$1.36M	Sell	2,688 -444	-14%	-$206K	0.8%	39
2023 Q3	$1.43M	Sell	3,132 -2,453	-44%	-$1.18M	0.87%	36
2023 Q2	$2.67M	Sell	5,585 -129	-2%	-$58.7K	1.43%	25
2023 Q1	$2.62M	Sell	5,714 -94	-2%	-$43.8K	1.1%	29
2022 Q4	$2.57M	Sell	5,808 -419	-7%	-$185K	1.26%	25
2022 Q3	$2.5M	Buy	6,227 +3	+0%	+$1.32K	1.15%	29
2022 Q2	$2.57M	Sell	6,224 -239	-4%	-$108K	1.16%	27
2022 Q1	$3.17M	Sell	6,463 -128	-2%	-$62.3K	1.31%	27
2021 Q4	$3.41M	Hold	6,591	–	–	1.5%	21
2021 Q3	$3.17M	Buy	6,591 +6	+0.1%	+$2.95K	1.54%	21
2021 Q2	$3.23M	Sell	6,585 -76	-1%	-$37.5K	1.66%	16
2021 Q1	$3.17M	Sell	6,661 -572	-8%	-$261K	1.87%	14
2020 Q4	$3.04M	Buy	7,233 +340	+5%	+$131K	2.03%	16
2020 Q3	$2.34M	Sell	6,893 -292	-4%	-$99.7K	1.72%	17
2020 Q2	$2.33M	Buy	7,185 +138	+2%	+$41.8K	1.81%	16
2020 Q1	$1.85M	Buy	7,047 +543	+8%	+$184K	1.76%	14
2019 Q4	$2.44M	Buy	+6,504	New	+$2.35M	2.06%	12

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Disciplined Investments's MDY Position: Q2 2026 in Review

Disciplined Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.16% in Q2 2026, buying an estimated $2.68K and bringing the position to 2,468 shares worth $1.74M. The position accounts for 0.56% of the portfolio, ranked #46.

Disciplined Investments first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.41M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Disciplined Investments held 2,468 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.74M as of Q2 2026.
Disciplined Investments bought 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.68K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.56% of Disciplined Investments's portfolio in Q2 2026, its #46 holding.
Disciplined Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Disciplined Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.41M in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.