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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
2020
Q3 		– Sell
-30
Closed -$51K – 427
2020
Q2 		$51K Buy
+30
New +$9.1K 0.04% 162

Other funds holding MDY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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. 1,117 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.
  • 1,117 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.