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

IFG Advisors’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	$30.9M	Sell	43,944 -330	-0.7%	-$221K	4.26%	7
2026 Q1	$27.3M	Sell	44,274 -1,348	-3%	-$854K	4.47%	7
2025 Q4	$27.5M	Sell	45,622 -1,097	-2%	-$656K	4.58%	7
2025 Q3	$27.8M	Sell	46,719 -1,284	-3%	-$754K	4.54%	8
2025 Q2	$27.2M	Buy	48,003 +1,606	+3%	+$862K	4.57%	7
2025 Q1	$24.8M	Buy	46,397 +1,979	+4%	+$1.12M	4.77%	7
2024 Q4	$25.3M	Buy	44,418 +2,085	+5%	+$1.22M	5.03%	7
2024 Q3	$24.1M	Buy	42,333 +1,808	+4%	+$996K	5.15%	6
2024 Q2	$21.7M	Buy	40,525 +1,393	+4%	+$749K	5.12%	6
2024 Q1	$21.8M	Buy	39,132 +2,016	+5%	+$1.04M	5.63%	6
2023 Q4	$18.8M	Buy	37,116 +2,561	+7%	+$1.19M	5.52%	5
2023 Q3	$15.8M	Buy	34,555 +841	+2%	+$403K	5.61%	4
2023 Q2	$16.1M	Buy	33,714 +1,413	+4%	+$643K	5.73%	4
2023 Q1	$14.8M	Buy	32,301 +490	+2%	+$228K	5.83%	4
2022 Q4	$14.1M	Buy	31,811 +847	+3%	+$375K	6.15%	4
2022 Q3	$12.4M	Buy	30,964 +986	+3%	+$436K	6.3%	4
2022 Q2	$12.4M	Buy	29,978 +752	+3%	+$340K	6.27%	4
2022 Q1	$14.3M	Buy	29,226 +1,161	+4%	+$565K	6.33%	4
2021 Q4	$14.5M	Buy	28,065 +345	+1%	+$176K	6.16%	4
2021 Q3	$13.3M	Buy	27,720 +400	+1%	+$196K	6.11%	5
2021 Q2	$13.4M	Buy	27,320 +124	+0.5%	+$61.2K	6.39%	5
2021 Q1	$12.9M	Sell	27,196 -13	-0%	-$5.93K	7.08%	4
2020 Q4	$11.4M	Buy	27,209 +214	+0.8%	+$82.4K	7.08%	4
2020 Q3	$9.15M	Sell	26,995 -352	-1%	-$120K	6.47%	5
2020 Q2	$8.87M	Buy	27,347 +4,837	+21%	+$1.47M	7.01%	4
2020 Q1	$5.92M	Sell	22,510 -4,411	-16%	-$1.5M	5.85%	5
2019 Q4	$10.1M	Buy	26,921 +1,490	+6%	+$539K	8.34%	4
2019 Q3	$8.96M	Buy	+25,431	New	+$8.91M	8.35%	4

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFG Advisors's MDY Position: Q2 2026 in Review

IFG Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.75% in Q2 2026, selling an estimated $221K and leaving 43,944 shares worth $30.9M. The position accounts for 4.26% of the portfolio, ranked #7.

IFG Advisors first reported a position in MDY in Q3 2019 and has held it in 28 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

IFG Advisors held 43,944 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $30.9M as of Q2 2026.
IFG Advisors sold 330 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $221K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 4.26% of IFG Advisors's portfolio in Q2 2026, its #7 holding.
IFG Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and has held it in 28 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.