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

Isthmus 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	$516K	Hold	733	–	–	0.05%	154
2026 Q1	$452K	Buy	733 +15	+2%	+$9.51K	0.05%	145
2025 Q4	$433K	Buy	718 +200	+39%	+$120K	0.05%	151
2025 Q3	$309K	Hold	518	–	–	0.07%	106
2025 Q2	$293K	Buy	518 +53	+11%	+$28.4K	0.03%	189
2025 Q1	$248K	Hold	465	–	–	0.03%	195
2024 Q4	$265K	Hold	465	–	–	0.03%	195
2024 Q3	$265K	Hold	465	–	–	0.03%	181
2024 Q2	$249K	Sell	465 -100	-18%	-$53.8K	0.03%	181
2024 Q1	$314K	Hold	565	–	–	0.04%	166
2023 Q4	$287K	Hold	565	–	–	0.04%	164
2023 Q3	$258K	Hold	565	–	–	0.04%	157
2023 Q2	$271K	Hold	565	–	–	0.04%	156
2023 Q1	$259K	Hold	565	–	–	0.04%	156
2022 Q4	$250K	Hold	565	–	–	0.04%	157
2022 Q3	$227K	Hold	565	–	–	0.04%	155
2022 Q2	$234K	Hold	565	–	–	0.04%	140
2022 Q1	$277K	Hold	565	–	–	0.05%	138
2021 Q4	$292K	Hold	565	–	–	0.05%	139
2021 Q3	$272K	Hold	565	–	–	0.05%	137
2021 Q2	$277K	Hold	565	–	–	0.05%	136
2021 Q1	$269K	Sell	565 -75	-12%	-$34.2K	0.05%	134
2020 Q4	$269K	Hold	640	–	–	0.05%	133
2020 Q3	$217K	Hold	640	–	–	0.05%	134
2020 Q2	$208K	Buy	+640	New	+$194K	0.05%	136
2020 Q1	–	Sell	-740	Closed	-$278K	–	142
2019 Q4	$278K	Hold	740	–	–	0.06%	128
2019 Q3	$261K	Hold	740	–	–	0.06%	131
2019 Q2	$262K	Buy	+740	New	+$259K	0.06%	129

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Isthmus Partners's MDY Position: Q2 2026 in Review

Isthmus Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 733 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #154.

Isthmus Partners first reported a position in MDY in Q2 2019 and has held it in 28 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Isthmus Partners held 733 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $516K as of Q2 2026.
Isthmus Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Isthmus Partners's portfolio in Q2 2026, its #154 holding.
Isthmus Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 28 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.