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

Journey Advisory 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
Q2 		$1.64M Buy
2,328
+126
+6% +$84.4K 0.13% 136
2026
Q1 		$1.36M Sell
2,202
-55
-2% -$34.9K 0.12% 128
2025
Q4 		$1.36M Buy
2,257
+285
+14% +$171K 0.11% 136
2025
Q3 		$1.18M Hold
1,972
– – 0.09% 143
2025
Q2 		$1.12M Buy
1,972
+153
+8% +$82.1K 0.09% 153
2025
Q1 		$970K Buy
1,819
+63
+4% +$35.8K 0.08% 152
2024
Q4 		$940K Hold
1,756
– – 0.11% 115
2024
Q3 		$940K Hold
1,756
– – 0.11% 115
2024
Q2 		$940K Buy
1,756
+4
+0.2% +$2.15K 0.11% 115
2024
Q1 		$975K Hold
1,752
– – 0.12% 118
2023
Q4 		$889K Hold
1,752
– – 0.12% 116
2023
Q3 		$800K Hold
1,752
– – 0.12% 120
2023
Q2 		$839K Buy
1,752
+4
+0.2% +$1.82K 0.12% 119
2023
Q1 		$801K Hold
1,748
– – 0.13% 126
2022
Q4 		$774K Buy
1,748
+133
+8% +$58.8K 0.19% 102
2022
Q3 		$649K Buy
1,615
+50
+3% +$22.1K 0.17% 119
2022
Q2 		$717K Buy
1,565
+115
+8% +$51.9K 0.16% 129
2022
Q1 		$711K Buy
1,450
+750
+107% +$365K 0.18% 115
2021
Q4 		$362K Hold
700
– – 0.1% 163
2021
Q3 		$337K Hold
700
– – 0.11% 158
2021
Q2 		$344K Hold
700
– – 0.11% 157
2021
Q1 		$333K Hold
700
– – 0.12% 140
2020
Q4 		$294K Buy
+700
New +$270K 0.11% 141

Other funds holding MDY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Journey Advisory Group's MDY Position: Q2 2026 in Review

Journey Advisory Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.7% in Q2 2026, buying an estimated $84.4K and bringing the position to 2,328 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #136.

Journey Advisory Group first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. 1,171 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Journey Advisory Group held 2,328 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.64M as of Q2 2026.
  • Journey Advisory Group bought 126 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $84.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Journey Advisory Group's portfolio in Q2 2026, its #136 holding.
  • Journey Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,171 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.