Gladstone Institutional Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Gladstone Institutional Advisory’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	$497K	Sell	706 -28	-4%	-$18.8K	0.02%	592
2026 Q1	$453K	Hold	734	–	–	0.02%	556
2025 Q4	$443K	Hold	734	–	–	0.02%	521
2025 Q3	$437K	Hold	734	–	–	0.02%	552
2025 Q2	$416K	Hold	734	–	–	0.02%	543
2025 Q1	$392K	Hold	734	–	–	0.02%	531
2024 Q4	$418K	Sell	734 -150	-17%	-$87.9K	0.02%	511
2024 Q3	$504K	Hold	884	–	–	0.02%	447
2024 Q2	$473K	Hold	884	–	–	0.02%	436
2024 Q1	$492K	Sell	884 -63	-7%	-$32.6K	0.03%	413
2023 Q4	$480K	Sell	947 -13	-1%	-$6.04K	0.03%	424
2023 Q3	$438K	Sell	960 -10	-1%	-$4.79K	0.03%	405
2023 Q2	$465K	Hold	970	–	–	0.03%	410
2023 Q1	$445K	Sell	970 -74	-7%	-$34.5K	0.03%	434
2022 Q4	$462K	Sell	1,044 -11	-1%	-$4.86K	0.03%	416
2022 Q3	$424K	Sell	1,055 -103	-9%	-$45.5K	0.03%	429
2022 Q2	$479K	Sell	1,158 -240	-17%	-$108K	0.04%	422
2022 Q1	$686K	Buy	1,398 +572	+69%	+$278K	0.05%	364
2021 Q4	$428K	Hold	826	–	–	0.03%	412
2021 Q3	$397K	Hold	826	–	–	0.04%	381
2021 Q2	$406K	Buy	826 +100	+14%	+$49.3K	0.05%	333
2021 Q1	$346K	Buy	+726	New	+$331K	0.05%	297

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gladstone Institutional Advisory's MDY Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q2 2026, selling an estimated $18.8K and leaving 706 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #592.

Gladstone Institutional Advisory first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $686K in Q1 2022. 560 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Gladstone Institutional Advisory held 706 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $497K as of Q2 2026.
Gladstone Institutional Advisory sold 28 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $18.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #592 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
Gladstone Institutional Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $686K in Q1 2022.
560 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.