HFS
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Hopwood Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hopwood Financial Services’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 		$7.06M Sell
10,032
-106
-1% -$71K 4.09% 7
2026
Q1 		$6.25M Sell
10,138
-263
-3% -$167K 4.21% 8
2025
Q4 		$6.28M Sell
10,401
-65
-0.6% -$38.9K 4.42% 6
2025
Q3 		$6.24M Sell
10,466
-108
-1% -$63.4K 4.17% 6
2025
Q2 		$5.99M Sell
10,574
-8
-0.1% -$4.29K 4.68% 5
2025
Q1 		$5.65M Buy
10,582
+82
+0.8% +$46.5K 4.36% 5
2024
Q4 		$5.98M Buy
+10,500
New +$6.15M 4.53% 6

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Hopwood Financial Services's MDY Position: Q2 2026 in Review

Hopwood Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, selling an estimated $71K and leaving 10,032 shares worth $7.06M. The position accounts for 4.09% of the portfolio, ranked #7.

Hopwood Financial Services first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 755 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Hopwood Financial Services held 10,032 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.06M as of Q2 2026.
  • Hopwood Financial Services sold 106 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $71K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 4.09% of Hopwood Financial Services's portfolio in Q2 2026, its #7 holding.
  • Hopwood Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 755 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.