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

Forza 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	$1.32M	Hold	1,876	–	–	0.4%	61
2026 Q1	$1.16M	Hold	1,876	–	–	0.4%	56
2025 Q4	$1.13M	Hold	1,876	–	–	0.41%	58
2025 Q3	$1.12M	Hold	1,876	–	–	0.43%	54
2025 Q2	$1.06M	Hold	1,876	–	–	0.44%	53
2025 Q1	$1M	Sell	1,876 -74	-4%	-$42K	0.45%	54
2024 Q4	$1.11M	Hold	1,950	–	–	0.51%	48
2024 Q3	$1.11M	Sell	1,950 -10	-0.5%	-$5.51K	0.51%	52
2024 Q2	$1.05M	Hold	1,960	–	–	0.54%	50
2024 Q1	$1.09M	Hold	1,960	–	–	0.57%	53
2023 Q4	$994K	Sell	1,960 -180	-8%	-$83.6K	0.55%	56
2023 Q3	$977K	Hold	2,140	–	–	0.5%	66
2023 Q2	$1.02M	Sell	2,140 -30	-1%	-$13.7K	0.52%	67
2023 Q1	$995K	Buy	+2,170	New	+$1.01M	0.51%	66

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

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

Forza Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,876 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #61.

Forza Wealth Management first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 373 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Forza Wealth Management held 1,876 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.32M as of Q2 2026.
Forza Wealth Management 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 0.4% of Forza Wealth Management's portfolio in Q2 2026, its #61 holding.
Forza Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
373 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.