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

Heck Capital 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
Q3 		$790K Buy
+1,200
New +$826K 0.04% 133
2025
Q1 		– Sell
-1,163
Closed -$662K – 570
2024
Q4 		$662K Buy
+1,163
New +$682K 0.03% 168

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Heck Capital Advisors's MDY Position: Q3 2026 in Review

Heck Capital Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026: 1,200 shares worth $790K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Heck Capital Advisors previously reported a position in MDY as recently as Q4 2024.

Heck Capital Advisors first reported a position in MDY in Q4 2024 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Heck Capital Advisors held 1,200 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $790K as of Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Heck Capital Advisors position in Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Heck Capital Advisors's portfolio in Q3 2026, its #133 holding.
  • Heck Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.