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

Hummer Financial Advisory 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 		$12.1M Hold
17,189
– – 7.97% 2
2026
Q1 		$10.6M Buy
17,189
+96
+0.6% +$60.8K 7.51% 2
2025
Q4 		$10.3M Sell
17,093
-96
-0.6% -$57.4K 7.31% 3
2025
Q3 		$10.3M Sell
17,189
-39
-0.2% -$22.9K 7.48% 3
2025
Q2 		$9.79M Hold
17,228
– – 7.35% 3
2025
Q1 		$9.21M Buy
17,228
+90
+0.5% +$51.1K 7.48% 3
2024
Q4 		$9.8M Hold
17,138
– – 7.75% 3
2024
Q3 		$9.79M Hold
17,138
– – 7.7% 3
2024
Q2 		$9.2M Sell
17,138
-315
-2% -$169K 7.95% 3
2024
Q1 		$9.73M Buy
17,453
+480
+3% +$249K 8.02% 3
2023
Q4 		$8.64M Hold
16,973
– – 7.9% 3
2023
Q3 		$7.78M Hold
16,973
– – 7.93% 3
2023
Q2 		$8.15M Hold
16,973
– – 7.98% 3
2023
Q1 		$7.8M Sell
16,973
-80
-0.5% -$37.3K 8.3% 3
2022
Q4 		$7.58M Sell
17,053
-100
-0.6% -$44.2K 8.34% 3
2022
Q3 		$6.92M Sell
17,153
-20
-0.1% -$8.83K 8.13% 3
2022
Q2 		$7.13M Hold
17,173
– – 8.07% 3
2022
Q1 		$8.44M Buy
17,173
+100
+0.6% +$48.7K 7.61% 3
2021
Q4 		$8.86M Sell
17,073
-375
-2% -$191K 7.47% 3
2021
Q3 		$8.41M Hold
17,448
– – 7.78% 3
2021
Q2 		$8.59M Hold
17,448
– – 7.94% 3
2021
Q1 		$8.32M Buy
17,448
+739
+4% +$337K 8.09% 3
2020
Q4 		$7.04M Sell
16,709
-1,069
-6% -$412K 7.4% 3
2020
Q3 		$6.04M Sell
17,778
-44
-0.2% -$15K 7.12% 4
2020
Q2 		$5.8M Buy
17,822
+225
+1% +$68.2K 7.41% 4
2020
Q1 		$4.64M Buy
17,597
+315
+2% +$107K 7.01% 3
2019
Q4 		$6.51M Buy
+17,282
New +$6.25M 7.04% 3

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

Hummer Financial Advisory Services's MDY Position: Q2 2026 in Review

Hummer Financial Advisory Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 17,189 shares worth $12.1M. The position accounts for 7.97% of the portfolio, ranked #2.

Hummer Financial Advisory Services first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Hummer Financial Advisory Services held 17,189 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.1M as of Q2 2026.
  • Hummer Financial Advisory Services 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 7.97% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #2 holding.
  • Hummer Financial Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.