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

Hengehold Capital 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	$269K	Sell	383 -14	-4%	-$9.38K	0.02%	191
2026 Q1	$245K	Hold	397	–	–	0.02%	190
2025 Q4	$240K	Hold	397	–	–	0.02%	199
2025 Q3	$237K	Hold	397	–	–	0.02%	202
2025 Q2	$225K	Hold	397	–	–	0.02%	198
2025 Q1	$212K	Hold	397	–	–	0.02%	194
2024 Q4	$226K	Hold	397	–	–	0.02%	192
2024 Q3	$226K	Buy	+397	New	+$219K	0.02%	188

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Hengehold Capital Management's MDY Position: Q2 2026 in Review

Hengehold Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.5% in Q2 2026, selling an estimated $9.38K and leaving 383 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #191.

Hengehold Capital Management first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,079 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Hengehold Capital Management held 383 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $269K as of Q2 2026.
Hengehold Capital Management sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $9.38K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #191 holding.
Hengehold Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 quarters since.
1,079 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.