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 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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

E&G Advisors's MDY Position: Q2 2026 in Review

E&G Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,860 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #78.

E&G Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

E&G Advisors held 1,860 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.31M as of Q2 2026.
E&G Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of E&G Advisors's portfolio in Q2 2026, its #78 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 7 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.