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

Finley Financial’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	$2.44M	Sell	3,475 -150	-4%	-$100K	0.98%	19
2026 Q1	$2.24M	Hold	3,625	–	–	1.05%	19
2025 Q4	$2.19M	Sell	3,625 -20	-0.5%	-$12K	1%	19
2025 Q3	$2.17M	Sell	3,645 -4,165	-53%	-$2.44M	1.01%	20
2025 Q2	$4.42M	Sell	7,810 -110	-1%	-$59K	2.22%	12
2025 Q1	$4.13M	Sell	7,920 -230	-3%	-$131K	2.3%	12
2024 Q4	$4.76M	Buy	+8,150	New	+$4.78M	2.48%	11

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Finley Financial's MDY Position: Q2 2026 in Review

Finley Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2026, selling an estimated $100K and leaving 3,475 shares worth $2.44M. The position accounts for 0.98% of the portfolio, ranked #19.

Finley Financial first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.76M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Finley Financial held 3,475 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.44M as of Q2 2026.
Finley Financial sold 150 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $100K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.98% of Finley Financial's portfolio in Q2 2026, its #19 holding.
Finley Financial 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.
Finley Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.76M in Q4 2024.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.