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Financial Solutions Advisory Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Financial Solutions Advisory Group’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 		$1.17M Buy
1,695
+38
+2% +$25.4K 0.15% 65
2026
Q1 		$1.02M Buy
+1,657
New +$1.05M 0.14% 63

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Solutions Advisory Group's MDY Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,695 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #65.

Financial Solutions Advisory Group first reported a position in MDY in Q1 2026 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Financial Solutions Advisory Group held 1,695 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.17M as of Q2 2026.
  • Financial Solutions Advisory Group bought 38 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $25.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #65 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.