HWA
MDY icon

Heritage Wealth Architects’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Heritage Wealth Architects’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 		$723K Hold
1,054
– – 0.29% 39
2026
Q1 		$700K Hold
1,054
– – 0.29% 39
2025
Q4 		$671K Buy
+1,054
New +$631K 0.31% 38

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Heritage Wealth Architects's MDY Position: Q2 2026 in Review

Heritage Wealth Architects held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,054 shares worth $723K. The position accounts for 0.29% of the portfolio, ranked #39.

Heritage Wealth Architects first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Heritage Wealth Architects held 1,054 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $723K as of Q2 2026.
  • Heritage Wealth Architects left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Heritage Wealth Architects's portfolio in Q2 2026, its #39 holding.
  • Heritage Wealth Architects first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.