DAS
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Dynamic Advisor Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Dynamic Advisor Solutions’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 		$1.21M Sell
1,727
-107
-6% -$71.7K 0.03% 439
2026
Q1 		$1.13M Buy
1,834
+41
+2% +$26K 0.04% 432
2025
Q4 		$1.08M Sell
1,793
-763
-30% -$457K 0.03% 443
2025
Q3 		$1.52M Sell
2,556
-512
-17% -$301K 0.04% 380
2025
Q2 		$1.74M Sell
3,068
-123
-4% -$66K 0.05% 325
2025
Q1 		$1.7M Buy
+3,191
New +$1.81M 0.06% 308
2024
Q4 		– Sell
-2,643
Closed -$1.51M – 748
2024
Q3 		$1.51M Buy
2,643
+343
+15% +$189K 0.05% 357
2024
Q2 		$1.23M Buy
2,300
+263
+13% +$141K 0.04% 404
2024
Q1 		$1.13M Buy
2,037
+1,362
+202% +$706K 0.04% 417
2023
Q4 		$334K Sell
675
-42
-6% -$19.5K 0.01% 681
2023
Q3 		$327K Buy
717
+37
+5% +$17.7K 0.02% 630
2023
Q2 		$326K Buy
+680
New +$310K 0.02% 607
2022
Q2 		– Sell
-449
Closed -$220K – 742
2022
Q1 		$220K Sell
449
-15
-3% -$7.3K 0.02% 655
2021
Q4 		$240K Buy
+464
New +$236K 0.02% 635
2021
Q3 		– Sell
-411
Closed -$202K – 787
2021
Q2 		$202K Buy
+411
New +$203K 0.02% 677
2019
Q4 		– Sell
-625
Closed -$220K – 592
2019
Q3 		$220K Hold
625
– – 0.03% 444
2019
Q2 		$222K Buy
+625
New +$218K 0.04% 432
2018
Q3 		– Sell
-572
Closed -$203K – 418
2018
Q2 		$203K Buy
+572
New +$201K 0.05% 375

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Dynamic Advisor Solutions's MDY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.8% in Q2 2026, selling an estimated $71.7K and leaving 1,727 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #439.

Dynamic Advisor Solutions first reported a position in MDY in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.74M in Q2 2025. 330 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Dynamic Advisor Solutions held 1,727 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.21M as of Q2 2026.
  • Dynamic Advisor Solutions sold 107 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $71.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #439 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.74M in Q2 2025.
  • 330 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.