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

E&G Advisors’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 Q3	$1.17M	Sell	1,780 -80	-4%	-$55.1K	0.23%	84
2026 Q2	$1.31M	Hold	1,860	–	–	0.25%	78
2026 Q1	$1.15M	Buy	1,860 +25	+1%	+$15.8K	0.26%	81
2025 Q4	$1.11M	Buy	1,835 +41	+2%	+$24.5K	0.25%	80
2025 Q3	$1.07M	Buy	1,794 +10	+0.6%	+$5.87K	0.25%	79
2025 Q2	$1.01M	Buy	1,784 +50	+3%	+$26.8K	0.26%	78
2025 Q1	$925K	Buy	1,734 +497	+40%	+$282K	0.26%	82
2024 Q4	$705K	Buy	+1,237	New	+$725K	0.19%	98

Other funds holding MDY

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

E&G Advisors's MDY Position: Q3 2026 in Review

E&G Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.3% in Q3 2026, selling an estimated $55.1K and leaving 1,780 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #84.

E&G Advisors first reported a position in MDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2026. 773 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

E&G Advisors held 1,780 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.17M as of Q3 2026.
E&G Advisors sold 80 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $55.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of E&G Advisors's portfolio in Q3 2026, its #84 holding.
E&G Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 8 quarters since.
E&G Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.31M in Q2 2026.
773 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.