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

Intelligent Financial Strategies’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	$2.59M	Sell	3,678 -65	-2%	-$43.5K	1.25%	16
2026 Q1	$2.31M	Hold	3,743	–	–	1.21%	16
2025 Q4	$2.27M	Hold	3,743	–	–	1.09%	16
2025 Q3	$2.24M	Hold	3,743	–	–	1.09%	16
2025 Q2	$2.13M	Sell	3,743 -103	-3%	-$55.3K	1.13%	15
2025 Q1	$2.06M	Hold	3,846	–	–	1.07%	14
2024 Q4	$2.2M	Sell	3,846 -11	-0.3%	-$6.45K	1.22%	15
2024 Q3	$2.2M	Hold	3,857	–	–	1.21%	13
2024 Q2	$2.07M	Hold	3,857	–	–	1.27%	12
2024 Q1	$2.15M	Hold	3,857	–	–	1.33%	12
2023 Q4	$1.96M	Buy	3,857 +6	+0.2%	+$2.79K	1.37%	14
2023 Q3	$1.76M	Buy	3,851 +4	+0.1%	+$1.92K	1.31%	14
2023 Q2	$1.85M	Buy	3,847 +4	+0.1%	+$1.82K	1.35%	13
2023 Q1	$1.76M	Buy	3,843 +5	+0.1%	+$2.33K	1.38%	12
2022 Q4	$1.71M	Hold	3,838	–	–	1.44%	13
2022 Q3	$1.54M	Hold	3,838	–	–	1.62%	15
2022 Q2	$1.59M	Hold	3,838	–	–	1.61%	15
2022 Q1	$1.88M	Hold	3,838	–	–	1.83%	13
2021 Q4	$1.99M	Buy	+3,838	New	+$1.95M	1.79%	14

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

Intelligent Financial Strategies's MDY Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, selling an estimated $43.5K and leaving 3,678 shares worth $2.59M. The position accounts for 1.25% of the portfolio, ranked #16.

Intelligent Financial Strategies first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Intelligent Financial Strategies held 3,678 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.59M as of Q2 2026.
Intelligent Financial Strategies sold 65 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $43.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.25% of Intelligent Financial Strategies's portfolio in Q2 2026, its #16 holding.
Intelligent Financial Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.