First Heartland Consultants’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

First Heartland Consultants’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	$267K	Buy	+379	New	+$254K	0.02%	507
2025 Q1	–	Sell	-362	Closed	-$206K	–	468
2024 Q4	$206K	Sell	362 -140	-28%	-$82.1K	0.02%	428
2024 Q3	$256K	Sell	502 -20,454	-98%	-$11.3M	0.03%	375
2024 Q2	$11.2K	Buy	20,956 +20,400	+3,669%	+$11M	0.78%	23
2024 Q1	$309K	Sell	556 -3	-0.5%	-$1.55K	0.03%	332
2023 Q4	$284K	Sell	559 -245	-30%	-$114K	0.03%	295
2023 Q3	$367K	Sell	804 -192	-19%	-$92K	0.05%	255
2023 Q2	$477K	Sell	996 -819	-45%	-$373K	0.06%	221
2023 Q1	$832K	Buy	1,815 +377	+26%	+$176K	0.13%	151
2022 Q4	$637K	Sell	1,438 -1,104	-43%	-$488K	0.1%	166
2022 Q3	$1.02K	Buy	+2,542	New	+$1.12M	0.09%	125
2022 Q1	–	Sell	-923	Closed	-$477	–	391
2021 Q4	$477	Sell	923 -1,402	-60%	-$713K	0.02%	205
2021 Q3	$1.12M	Sell	2,325 -5,869	-72%	-$2.88M	0.17%	119
2021 Q2	$4.02M	Buy	8,194 +894	+12%	+$441K	0.61%	35
2021 Q1	$3.48M	Buy	+7,300	New	+$3.33M	0.55%	49
2020 Q1	–	Sell	-538	Closed	-$202K	–	285
2019 Q4	$202K	Sell	538 -30	-5%	-$10.8K	0.04%	286
2019 Q3	$200K	Buy	568 +1	+0.2%	+$350	0.04%	280
2019 Q2	$201K	Buy	+567	New	+$198K	0.05%	277
2019 Q1	–	Sell	-722	Closed	-$218K	–	282
2018 Q4	$218K	Sell	722 -2,211	-75%	-$736K	0.08%	215
2018 Q3	$1.08M	Sell	2,933 -117	-4%	-$42.9K	0.34%	73
2018 Q2	$1.08M	Sell	3,050 -5,230	-63%	-$1.84M	0.38%	70
2018 Q1	$2.83M	Buy	8,280 +5,097	+160%	+$1.77M	0.85%	32
2017 Q4	$1.1M	Sell	3,183 -459	-13%	-$155K	0.33%	82
2017 Q3	$1.19M	Sell	3,642 -14	-0.4%	-$4.45K	0.29%	99
2017 Q2	$1.16M	Sell	3,656 -25,613	-88%	-$8.06M	0.3%	92
2017 Q1	$9.14M	Buy	29,269 +10,895	+59%	+$3.38M	2.55%	3
2016 Q4	$5.54M	Sell	18,374 -7,684	-29%	-$2.22M	1.68%	8
2016 Q3	$7.36M	Buy	26,058 +15,225	+141%	+$4.29M	2.14%	6
2016 Q2	$2.95K	Buy	10,833 +8,942	+473%	+$2.39M	0.32%	24
2016 Q1	$497K	Sell	1,891 -1,186	-39%	-$289K	0.19%	137
2015 Q4	$782K	Sell	3,077 -10,915	-78%	-$2.84M	0.3%	90
2015 Q3	$3.48M	Sell	13,992 -10,031	-42%	-$2.66M	1.45%	13
2015 Q2	$6.56K	Buy	24,023 +20,476	+577%	+$5.69M	1.79%	7
2015 Q1	$983K	Buy	3,547 +1,177	+50%	+$317K	0.37%	74
2014 Q4	$626K	Sell	2,370 -21	-0.9%	-$5.38K	0.26%	111
2014 Q3	$596K	Sell	2,391 -11,101	-82%	-$2.85M	0.26%	114
2014 Q2	$3.52M	Buy	13,492 +11,137	+473%	+$2.79M	1.59%	11
2014 Q1	$590K	Sell	2,355 -8,204	-78%	-$2.01M	0.29%	100
2013 Q4	$2.58M	Buy	10,559 +5,188	+97%	+$1.22M	1.45%	13
2013 Q3	$1.23M	Sell	5,371 -17,647	-77%	-$3.92M	0.74%	33
2013 Q2	$4.84M	Buy	+23,018	New	+$4.87M	2.81%	2

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

First Heartland Consultants's MDY Position: Q2 2026 in Review

First Heartland Consultants opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 379 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in MDY as recently as Q4 2024.

First Heartland Consultants first reported a position in MDY in Q2 2013 and has held it in 41 quarters since. The position peaked at $9.14M in Q1 2017. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

First Heartland Consultants held 379 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $267K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new First Heartland Consultants position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #507 holding.
First Heartland Consultants first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 41 quarters since.
First Heartland Consultants's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.14M in Q1 2017.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.