Impact Capital Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Impact Capital Partners’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	$992K	Buy	+1,411	New	+$945K	0.27%	94
2026 Q1	–	Sell	-1,345	Closed	-$811K	–	285
2025 Q4	$811K	Buy	1,345 +542	+67%	+$324K	0.24%	87
2025 Q3	$479K	Buy	+803	New	+$471K	0.14%	142
2025 Q1	–	Sell	-619	Closed	-$353K	–	269
2024 Q4	$353K	Buy	+619	New	+$363K	0.13%	185

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

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Impact Capital Partners's MDY Position: Q2 2026 in Review

Impact Capital Partners opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 1,411 shares worth $992K. The stake represents 0.27% of the portfolio and ranks #94 among its holdings. This is a return to the name: Impact Capital Partners previously reported a position in MDY as recently as Q4 2025.

Impact Capital Partners first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Impact Capital Partners held 1,411 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $992K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Impact Capital Partners position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Impact Capital Partners's portfolio in Q2 2026, its #94 holding.
Impact Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 4 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.