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

Empirical Wealth Management’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	$636K	Sell	904 -13	-1%	-$8.71K	0.01%	573
2026 Q1	$566K	Sell	917 -5	-0.5%	-$3.17K	0.01%	537
2025 Q4	$556K	Sell	922 -3	-0.3%	-$1.79K	0.01%	475
2025 Q3	$551K	Hold	925	–	–	0.01%	448
2025 Q2	$524K	Hold	925	–	–	0.01%	413
2025 Q1	$493K	Hold	925	–	–	0.01%	406
2024 Q4	$527K	Hold	925	–	–	0.01%	377
2024 Q3	$527K	Sell	925 -25	-3%	-$13.8K	0.01%	360
2024 Q2	$508K	Buy	950 +55	+6%	+$29.6K	0.02%	357
2024 Q1	$498K	Sell	895 -10	-1%	-$5.18K	0.02%	344
2023 Q4	$459K	Sell	905 -140	-13%	-$65K	0.02%	334
2023 Q3	$477K	Hold	1,045	–	–	0.02%	309
2023 Q2	$500K	Hold	1,045	–	–	0.02%	306
2023 Q1	$479K	Sell	1,045 -75	-7%	-$35K	0.02%	327
2022 Q4	$496K	Hold	1,120	–	–	0.02%	310
2022 Q3	$450K	Sell	1,120 -15	-1%	-$6.63K	0.02%	317
2022 Q2	$469K	Sell	1,135 -32	-3%	-$14.4K	0.02%	306
2022 Q1	$572K	Buy	1,167 +32	+3%	+$15.6K	0.03%	305
2021 Q4	$588K	Buy	1,135 +50	+5%	+$25.4K	0.03%	313
2021 Q3	$522K	Sell	1,085 -110	-9%	-$54K	0.03%	291
2021 Q2	$587K	Hold	1,195	–	–	0.04%	272
2021 Q1	$569K	Buy	1,195 +250	+26%	+$114K	0.05%	232
2020 Q4	$397K	Sell	945 -10	-1%	-$3.85K	0.03%	275
2020 Q3	$324K	Hold	955	–	–	0.03%	273
2020 Q2	$310K	Hold	955	–	–	0.03%	273
2020 Q1	$251K	Sell	955 -120	-11%	-$40.7K	0.03%	269
2019 Q4	$404K	Hold	1,075	–	–	0.04%	216
2019 Q3	$379K	Sell	1,075 -262	-20%	-$91.8K	0.05%	203
2019 Q2	$474K	Sell	1,337 -40	-3%	-$14K	0.06%	160
2019 Q1	$476K	Buy	1,377 +140	+11%	+$47.1K	0.07%	142
2018 Q4	$374K	Hold	1,237	–	–	0.06%	142
2018 Q3	$455K	Buy	1,237 +200	+19%	+$73.2K	0.08%	125
2018 Q2	$368K	Buy	1,037 +98	+10%	+$34.5K	0.07%	131
2018 Q1	$321K	Buy	+939	New	+$327K	0.06%	128

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 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

Empirical Wealth Management's MDY Position: Q2 2026 in Review

Empirical Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q2 2026, selling an estimated $8.71K and leaving 904 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #573.

Empirical Wealth Management first reported a position in MDY in Q1 2018 and has held it in 34 quarters since. 690 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Empirical Wealth Management held 904 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $636K as of Q2 2026.
Empirical Wealth Management sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #573 holding.
Empirical Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 34 quarters since.
690 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.