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

Greystone Financial Group’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 		– Sell
-1,004
Closed -$619K – 84
2026
Q1 		$619K Sell
1,004
-523
-34% -$331K 0.18% 58
2025
Q4 		$921K Sell
1,527
-81
-5% -$48.5K 0.14% 68
2025
Q3 		$958K Buy
1,608
+3
+0.2% +$1.76K 0.15% 66
2025
Q2 		$909K Buy
1,605
+3
+0.2% +$1.61K 0.15% 66
2025
Q1 		$855K Buy
1,602
+3
+0.2% +$1.7K 0.16% 71
2024
Q4 		$911K Buy
1,599
+783
+96% +$459K 0.16% 67
2024
Q3 		$465K Sell
816
-588
-42% -$324K 0.08% 87
2024
Q2 		$751K Buy
1,404
+863
+160% +$464K 0.15% 69
2024
Q1 		$301K Buy
541
+2
+0.4% +$1.04K 0.06% 101
2023
Q4 		$273K Buy
+539
New +$250K 0.06% 100
2021
Q2 		– Sell
-3,085
Closed -$1.52M – 89
2021
Q1 		$1.52M Sell
3,085
-7,477
-71% -$3.41M 0.38% 51
2020
Q4 		$4.84M Buy
+10,562
New +$4.07M 1.32% 34

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greystone Financial Group's MDY Position: Q2 2026 in Review

Greystone Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 1,004 shares — an estimated $619K sold.

Greystone Financial Group first reported a position in MDY in Q4 2020 and held it in 12 quarters. The position peaked at $4.84M in Q4 2020. 784 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Greystone Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Greystone Financial Group sold 1,004 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $619K.
  • Greystone Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 12 quarters.
  • Greystone Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.84M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.