Kelman-Lazarov Inc’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kelman-Lazarov Inc’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	$2.12M	Sell	3,014 -25	-0.8%	-$16.7K	0.28%	40
2026 Q1	$1.87M	Sell	3,039 -51	-2%	-$32.3K	0.27%	39
2025 Q4	$1.86M	Sell	3,090 -24	-0.8%	-$14.4K	0.27%	40
2025 Q3	$1.86M	Buy	3,114 +57	+2%	+$33.5K	0.28%	42
2025 Q2	$1.73M	Sell	3,057 -43	-1%	-$23.1K	0.28%	37
2025 Q1	$1.65M	Buy	3,100 +242	+8%	+$137K	0.3%	36
2024 Q4	$1.63M	Sell	2,858 -508	-15%	-$298K	0.29%	36
2024 Q3	$1.92M	Sell	3,366 -12	-0.4%	-$6.61K	0.33%	37
2024 Q2	$1.81M	Sell	3,378 -6	-0.2%	-$3.23K	0.34%	35
2024 Q1	$1.88M	Hold	3,384	–	–	0.37%	34
2023 Q4	$1.72M	Hold	3,384	–	–	0.37%	35
2023 Q3	$1.55M	Sell	3,384 -57	-2%	-$27.3K	0.37%	36
2023 Q2	$1.65M	Sell	3,441 -300	-8%	-$137K	0.4%	35
2023 Q1	$1.71M	Sell	3,741 -77	-2%	-$35.9K	0.45%	29
2022 Q4	$1.69M	Sell	3,818 -1	-0%	-$442	0.48%	28
2022 Q3	$1.53M	Sell	3,819 -2	-0.1%	-$883	0.52%	23
2022 Q2	$1.58M	Sell	3,821 -106	-3%	-$47.9K	0.53%	21
2022 Q1	$1.93M	Hold	3,927	–	–	0.64%	20
2021 Q4	$2.03M	Sell	3,927 -206	-5%	-$105K	0.65%	19
2021 Q3	$1.99M	Sell	4,133 -68	-2%	-$33.4K	0.7%	18
2021 Q2	$2.06M	Sell	4,201 -344	-8%	-$170K	0.72%	19
2021 Q1	$2.16M	Sell	4,545 -25	-0.5%	-$11.4K	0.77%	21
2020 Q4	$1.92M	Sell	4,570 -59	-1%	-$22.7K	0.74%	22
2020 Q3	$1.57M	Sell	4,629 -177	-4%	-$60.4K	0.71%	21
2020 Q2	$1.56M	Sell	4,806 -1,022	-18%	-$310K	0.72%	22
2020 Q1	$1.53M	Sell	5,828 -102	-2%	-$34.6K	0.82%	20
2019 Q4	$2.23M	Sell	5,930 -10	-0.2%	-$3.61K	1%	20
2019 Q3	$2.09M	Hold	5,940	–	–	1.03%	21
2019 Q2	$2.11M	Sell	5,940 -272	-4%	-$95.1K	1.08%	22
2019 Q1	$2.15M	Buy	6,212 +127	+2%	+$42.7K	1.13%	21
2018 Q4	$1.84M	Buy	6,085 +346	+6%	+$115K	1.15%	21
2018 Q3	$2.11M	Sell	5,739 -35	-0.6%	-$12.8K	1.23%	23
2018 Q2	$2.05M	Sell	5,774 -109	-2%	-$38.3K	1.1%	29
2018 Q1	$2.01M	Sell	5,883 -20	-0.3%	-$6.96K	1.08%	28
2017 Q4	$2.04M	Sell	5,903 -12	-0.2%	-$4.04K	1.04%	30
2017 Q3	$1.93M	Sell	5,915 -71	-1%	-$22.6K	1.02%	30
2017 Q2	$1.9M	Buy	5,986 +100	+2%	+$31.5K	1.04%	30
2017 Q1	$1.84M	Sell	5,886 -300	-5%	-$93.1K	1.18%	27
2016 Q4	$1.87M	Sell	6,186 -105	-2%	-$30.4K	1.05%	29
2016 Q3	$1.75M	Sell	6,291 -154	-2%	-$43.4K	0.99%	31
2016 Q2	$1.76M	Buy	6,445 +5	+0.1%	+$1.34K	1%	31
2016 Q1	$1.7M	Buy	+6,440	New	+$1.57M	1%	29

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

Kelman-Lazarov Inc's MDY Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.82% in Q2 2026, selling an estimated $16.7K and leaving 3,014 shares worth $2.12M. The position accounts for 0.28% of the portfolio, ranked #40.

Kelman-Lazarov Inc first reported a position in MDY in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.23M in Q4 2019. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Kelman-Lazarov Inc held 3,014 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.12M as of Q2 2026.
Kelman-Lazarov Inc sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #40 holding.
Kelman-Lazarov Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and has held it in 42 quarters since.
Kelman-Lazarov Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.23M in Q4 2019.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.