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

Gladwyn Financial Advisors’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	$335K	Buy	477 +13	+3%	+$8.71K	0.21%	39
2026 Q1	$286K	Buy	464 +20	+5%	+$12.7K	0.2%	41
2025 Q4	$268K	Buy	444 +7	+2%	+$4.19K	0.19%	40
2025 Q3	$261K	Buy	437 +9	+2%	+$5.28K	0.19%	39
2025 Q2	$242K	Buy	+428	New	+$230K	0.19%	39

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Gladwyn Financial Advisors's MDY Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q2 2026, buying an estimated $8.71K and bringing the position to 477 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #39.

Gladwyn Financial Advisors first reported a position in MDY in Q2 2025 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Gladwyn Financial Advisors held 477 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $335K as of Q2 2026.
Gladwyn Financial Advisors bought 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.21% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #39 holding.
Gladwyn Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 5 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.