IFG
MDY icon

Independent Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Independent Financial Group’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
Q3 		$2.18M Buy
3,321
+191
+6% +$131K 0.04% 438
2026
Q2 		$2.2M Buy
3,130
+102
+3% +$68.3K 0.04% 423
2026
Q1 		$1.87M Sell
3,028
-979
-24% -$620K 0.04% 418
2025
Q4 		$2.42M Sell
4,007
-156
-4% -$93.3K 0.05% 343
2025
Q3 		$2.48M Buy
4,163
+55
+1% +$32.3K 0.06% 320
2025
Q2 		$2.33M Buy
4,108
+1,718
+72% +$922K 0.06% 299
2025
Q1 		$1.27M Sell
2,390
-242
-9% -$137K 0.04% 416
2024
Q4 		$1.5M Sell
2,632
-110
-4% -$64.5K 0.05% 364
2024
Q3 		$1.56M Sell
2,742
-2,699
-50% -$1.49M 0.06% 329
2024
Q2 		$2.91M Buy
5,441
+3,176
+140% +$1.71M 0.12% 167
2024
Q1 		$1.26M Buy
2,265
+82
+4% +$42.5K 0.06% 322
2023
Q4 		$1.11M Sell
2,183
-358
-14% -$166K 0.06% 332
2023
Q3 		$1.16M Buy
2,541
+685
+37% +$328K 0.08% 282
2023
Q2 		$889K Buy
1,856
+15
+0.8% +$6.83K 0.06% 339
2023
Q1 		$844K Sell
1,841
-620
-25% -$289K 0.07% 321
2022
Q4 		$1.09M Buy
2,461
+440
+22% +$195K 0.09% 220
2022
Q3 		$812K Buy
2,021
+488
+32% +$216K 0.07% 270
2022
Q2 		$634K Buy
1,533
+199
+15% +$89.9K 0.07% 318
2022
Q1 		$654K Sell
1,334
-35
-3% -$17K 0.05% 354
2021
Q4 		$709K Buy
1,369
+354
+35% +$180K 0.06% 336
2021
Q3 		$488K Buy
1,015
+78
+8% +$38.3K 0.05% 375
2021
Q2 		$460K Sell
937
-375
-29% -$185K 0.05% 391
2021
Q1 		$624K Buy
1,312
+89
+7% +$40.6K 0.08% 271
2020
Q4 		$513K Buy
1,223
+397
+48% +$153K 0.08% 301
2020
Q3 		$280K Sell
826
-83
-9% -$28.3K 0.05% 363
2020
Q2 		$295K Sell
909
-222
-20% -$67.3K 0.06% 319
2020
Q1 		$297K Buy
+1,131
New +$384K 0.09% 256

Other funds holding MDY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Independent Financial Group's MDY Position: Q3 2026 in Review

Independent Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.1% in Q3 2026, buying an estimated $131K and bringing the position to 3,321 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #438.

Independent Financial Group first reported a position in MDY in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.91M in Q2 2024. 134 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Independent Financial Group held 3,321 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.18M as of Q3 2026.
  • Independent Financial Group bought 191 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $131K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #438 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.91M in Q2 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.