Hoese & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hoese & Co’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	$204K	Hold	290	–	–	0.13%	48
2026 Q1	$179K	Hold	290	–	–	0.13%	42
2025 Q4	$175K	Hold	290	–	–	0.12%	44
2025 Q3	$173K	Sell	290 -110	-28%	-$64.6K	0.13%	43
2025 Q2	$227K	Hold	400	–	–	0.18%	34
2025 Q1	$213K	Hold	400	–	–	0.19%	25
2024 Q4	$228K	Hold	400	–	–	0.2%	25
2024 Q3	$228K	Sell	400 -30	-7%	-$16.5K	0.19%	29
2024 Q2	$235K	Sell	430 -60	-12%	-$32.3K	0.21%	25
2024 Q1	$259K	Sell	490 -90	-16%	-$46.6K	0.24%	27
2023 Q4	$272K	Sell	580 -140	-19%	-$65K	0.27%	29
2023 Q3	$329K	Hold	720	–	–	0.34%	27
2023 Q2	$345K	Hold	720	–	–	0.32%	31
2023 Q1	$342K	Hold	720	–	–	0.39%	29
2022 Q4	$339K	Hold	720	–	–	0.36%	33
2022 Q3	$289K	Sell	720 -30	-4%	-$13.3K	0.34%	33
2022 Q2	$310K	Hold	750	–	–	0.35%	37
2022 Q1	$368K	Hold	750	–	–	0.38%	34
2021 Q4	$388K	Sell	750 -40	-5%	-$20.4K	0.39%	36
2021 Q3	$380K	Hold	790	–	–	0.41%	34
2021 Q2	$388K	Sell	790 -80	-9%	-$39.5K	0.44%	34
2021 Q1	$414K	Buy	+870	New	+$397K	0.51%	34

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

Hoese & Co's MDY Position: Q2 2026 in Review

Hoese & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 290 shares worth $204K. The position accounts for 0.13% of the portfolio, ranked #48.

Hoese & Co first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $414K in Q1 2021. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Hoese & Co held 290 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $204K as of Q2 2026.
Hoese & Co 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 0.13% of Hoese & Co's portfolio in Q2 2026, its #48 holding.
Hoese & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
Hoese & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $414K in Q1 2021.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.