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

Diversified Trust’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	$3.07M	Sell	4,358 -45	-1%	-$30.1K	0.05%	192
2026 Q1	$2.72M	Sell	4,403 -191	-4%	-$121K	0.05%	201
2025 Q4	$2.77M	Sell	4,594 -20	-0.4%	-$12K	0.05%	195
2025 Q3	$2.75M	Buy	4,614 +216	+5%	+$127K	0.05%	193
2025 Q2	$2.49M	Sell	4,398 -31	-0.7%	-$16.6K	0.06%	198
2025 Q1	$2.36M	Sell	4,429 -453	-9%	-$257K	0.06%	188
2024 Q4	$2.78M	Sell	4,882 -393	-7%	-$230K	0.07%	171
2024 Q3	$3M	Buy	5,275 +399	+8%	+$220K	0.08%	158
2024 Q2	$2.61M	Sell	4,876 -126	-3%	-$67.8K	0.07%	159
2024 Q1	$2.78M	Buy	5,002 +459	+10%	+$238K	0.08%	148
2023 Q4	$2.31M	Buy	4,543 +84	+2%	+$39K	0.08%	149
2023 Q3	$2.04M	Sell	4,459 -328	-7%	-$157K	0.08%	148
2023 Q2	$2.29M	Sell	4,787 -110	-2%	-$50.1K	0.08%	136
2023 Q1	$2.24M	Sell	4,897 -92	-2%	-$42.9K	0.09%	131
2022 Q4	$2.21M	Hold	4,989	–	–	0.09%	124
2022 Q3	$2M	Buy	4,989 +1,669	+50%	+$737K	0.09%	114
2022 Q2	$1.37M	Buy	3,320 +2,113	+175%	+$954K	0.06%	167
2022 Q1	$592K	Buy	1,207 +187	+18%	+$91K	0.02%	393
2021 Q4	$528K	Buy	1,020 +21	+2%	+$10.7K	0.02%	446
2021 Q3	$480K	Buy	999 +405	+68%	+$199K	0.02%	413
2021 Q2	$292K	Hold	594	–	–	0.01%	556
2021 Q1	$283K	Buy	594 +49	+9%	+$22.3K	0.01%	559
2020 Q4	$229K	Buy	+545	New	+$210K	0.01%	612
2020 Q1	–	Sell	-545	Closed	-$205K	–	462
2019 Q4	$205K	Sell	545 -762	-58%	-$275K	0.01%	423
2019 Q3	$460K	Hold	1,307	–	–	0.02%	203
2019 Q2	$464K	Hold	1,307	–	–	0.02%	214
2019 Q1	$451K	Hold	1,307	–	–	0.02%	201
2018 Q4	$396K	Hold	1,307	–	–	0.02%	200
2018 Q3	$480K	Hold	1,307	–	–	0.02%	177
2018 Q2	$464K	Hold	1,307	–	–	0.03%	166
2018 Q1	$446K	Hold	1,307	–	–	0.03%	166
2017 Q4	$451K	Hold	1,307	–	–	0.03%	169
2017 Q3	$426K	Hold	1,307	–	–	0.03%	172
2017 Q2	$416K	Hold	1,307	–	–	0.03%	184
2017 Q1	$408K	Hold	1,307	–	–	0.03%	172
2016 Q4	$394K	Buy	1,307 +345	+36%	+$99.7K	0.03%	161
2016 Q3	$271K	Buy	+962	New	+$271K	0.03%	216

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

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Diversified Trust's MDY Position: Q2 2026 in Review

Diversified Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, selling an estimated $30.1K and leaving 4,358 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #192.

Diversified Trust first reported a position in MDY in Q3 2016 and has held it in 37 quarters since. 413 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Diversified Trust held 4,358 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.07M as of Q2 2026.
Diversified Trust sold 45 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $30.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Diversified Trust's portfolio in Q2 2026, its #192 holding.
Diversified Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and has held it in 37 quarters since.
413 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.