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

IFP 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	$1.13M	Buy	1,602 +192	+14%	+$129K	0.02%	687
2026 Q1	$870K	Sell	1,410 -6	-0.4%	-$3.8K	0.02%	747
2025 Q4	$854K	Sell	1,416 -115	-8%	-$68.8K	0.02%	714
2025 Q3	$913K	Buy	1,531 +207	+16%	+$121K	0.02%	635
2025 Q2	$750K	Buy	1,324 +415	+46%	+$223K	0.02%	676
2025 Q1	$485K	Buy	909 +48	+6%	+$27.2K	0.01%	785
2024 Q4	$490K	Sell	861 -5,448	-86%	-$3.19M	0.02%	744
2024 Q3	$3.59M	Sell	6,309 -597	-9%	-$329K	0.13%	166
2024 Q2	$3.7M	Sell	6,906 -197	-3%	-$106K	0.15%	142
2024 Q1	$3.95M	Buy	7,103 +6,591	+1,287%	+$3.41M	0.17%	124
2023 Q4	$260K	Sell	512 -108	-17%	-$50.1K	0.01%	844
2023 Q3	$283K	Buy	620 +6	+1%	+$2.88K	0.01%	809
2023 Q2	$294K	Sell	614 -750	-55%	-$341K	0.01%	848
2023 Q1	$242K	Sell	1,364 -2,282	-63%	-$1.06M	0.01%	871
2022 Q4	$663K	Buy	3,646 +9	+0.2%	+$3.98K	0.02%	777
2022 Q3	$669K	Buy	3,637 +340	+10%	+$150K	0.02%	789
2022 Q2	$601K	Hold	3,297	–	–	0.02%	762
2022 Q1	$601K	Buy	3,297 +208	+7%	+$101K	0.02%	762
2021 Q4	$1.6M	Sell	3,089 -13,275	-81%	-$6.75M	0.03%	306
2021 Q3	$7.83M	Sell	16,364 -4,983	-23%	-$2.45M	0.16%	74
2021 Q2	$10.4M	Buy	21,347 +3,014	+16%	+$1.49M	0.22%	52
2021 Q1	$8.71M	Buy	18,333 +14,633	+395%	+$6.67M	0.17%	56
2020 Q4	$1.55M	Buy	3,700 +1,299	+54%	+$500K	0.06%	253
2020 Q3	$813K	Sell	2,401 -928	-28%	-$317K	0.05%	330
2020 Q2	$1.07M	Sell	3,329 -2,062	-38%	-$625K	0.09%	246
2020 Q1	$1.44M	Sell	5,391 -207	-4%	-$70.2K	0.15%	159
2019 Q4	$2.11M	Sell	5,598 -59	-1%	-$21.3K	0.16%	158
2019 Q3	$1.97M	Buy	+5,657	New	+$1.98M	0.13%	170
2019 Q1	$1.13M	Sell	3,260 -6,726	-67%	-$2.26M	0.15%	142
2018 Q4	$2.99M	Sell	9,986 -1,372	-12%	-$457K	0.18%	131
2018 Q3	$4.17M	Sell	11,358 -149	-1%	-$54.6K	0.17%	137
2018 Q2	$4.08M	Sell	11,507 -441	-4%	-$155K	0.17%	137
2018 Q1	$4.13M	Hold	11,948	–	–	0.19%	123
2017 Q4	$4.13M	Sell	11,948 -5,158	-30%	-$1.74M	0.19%	123
2017 Q3	$5.58M	Sell	17,106 -1,252	-7%	-$398K	0.22%	100
2017 Q2	$5.83M	Sell	18,358 -6,841	-27%	-$2.15M	0.25%	86
2017 Q1	$7.87M	Sell	25,199 -1,355	-5%	-$421K	0.34%	57
2016 Q4	$8.01M	Sell	26,554 -714	-3%	-$206K	0.39%	50
2016 Q3	$7.7M	Buy	27,268 +10,614	+64%	+$2.99M	0.4%	51
2016 Q2	$4.53M	Buy	16,654 +13,394	+411%	+$3.58M	0.25%	85
2016 Q1	$1.13M	Sell	3,260 -26,361	-89%	-$6.42M	0.15%	142
2015 Q4	$7.53M	Buy	+29,621	New	+$7.71M	0.51%	38

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

IFP Advisors's MDY Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q2 2026, buying an estimated $129K and bringing the position to 1,602 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #687.

IFP Advisors first reported a position in MDY in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.4M in Q2 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

IFP Advisors held 1,602 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.13M as of Q2 2026.
IFP Advisors bought 192 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $129K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #687 holding.
IFP Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.4M in Q2 2021.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.