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

Eagle Strategies’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 		$633K Hold
900
– – 0.06% 178
2026
Q1 		$555K Buy
900
+34
+4% +$21.5K 0.07% 173
2025
Q4 		$523K Sell
866
-66
-7% -$39.5K 0.07% 166
2025
Q3 		$555K Buy
932
+1
+0.1% +$587 0.07% 157
2025
Q2 		$528K Sell
931
-29
-3% -$15.6K 0.08% 146
2025
Q1 		$512K Buy
960
+65
+7% +$36.9K 0.09% 140
2024
Q4 		$510K Buy
895
+56
+7% +$32.8K 0.09% 137
2024
Q3 		$478K Hold
839
– – 0.09% 140
2024
Q2 		$449K Buy
+839
New +$451K 0.09% 139
2024
Q1 		– Sell
-860
Closed -$436K – 306
2023
Q4 		$436K Sell
860
-88
-9% -$40.9K 0.09% 128
2023
Q3 		$433K Buy
948
+35
+4% +$16.8K 0.11% 125
2023
Q2 		$437K Buy
913
+12
+1% +$5.46K 0.11% 127
2023
Q1 		$413K Buy
901
+2
+0.2% +$932 0.1% 125
2022
Q4 		$398K Buy
899
+19
+2% +$8.4K 0.12% 112
2022
Q3 		$353K Buy
880
+276
+46% +$122K 0.18% 76
2022
Q2 		$250K Buy
+604
New +$273K 0.09% 121

Other funds holding MDY

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eagle Strategies's MDY Position: Q2 2026 in Review

Eagle Strategies held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 900 shares worth $633K. The position accounts for 0.06% of the portfolio, ranked #178.

Eagle Strategies first reported a position in MDY in Q2 2022 and has held it in 16 quarters since. 801 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Eagle Strategies held 900 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $633K as of Q2 2026.
  • Eagle Strategies 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 0.06% of Eagle Strategies's portfolio in Q2 2026, its #178 holding.
  • Eagle Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 16 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.