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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23M Buy
37,293
+11,174
+43% +$7.08M 0.09% 238
2025
Q4
$15.8M Sell
26,119
-8,779
-25% -$5.25M 0.06% 302
2025
Q3
$20.8M Buy
34,898
+3,379
+11% +$1.98M 0.1% 214
2025
Q2
$17.9M Buy
31,519
+1,892
+6% +$1.02M 0.09% 228
2025
Q1
$15.8M Sell
29,627
-1,252
-4% -$711K 0.08% 235
2024
Q4
$17.6M Buy
30,879
+1,720
+6% +$1.01M 0.1% 211
2024
Q3
$16.6M Buy
29,159
+8,050
+38% +$4.44M 0.09% 238
2024
Q2
$11.3M Buy
21,109
+5,183
+33% +$2.79M 0.06% 325
2024
Q1
$8.86M Buy
15,926
+6,576
+70% +$3.41M 0.06% 336
2023
Q4
$4.74M Sell
9,350
-16,001
-63% -$7.43M 0.04% 472
2023
Q3
$11.6M Buy
25,351
+15,337
+153% +$7.35M 0.11% 203
2023
Q2
$4.8M Sell
10,014
-3,907
-28% -$1.78M 0.05% 387
2023
Q1
$6.38M Sell
13,921
-3,186
-19% -$1.49M 0.07% 288
2022
Q4
$7.57M Sell
17,107
-243
-1% -$107K 0.07% 314
2022
Q3
$6.97M Buy
17,350
+3,334
+24% +$1.47M 0.07% 284
2022
Q2
$5.79M Sell
14,016
-3,610
-20% -$1.63M 0.06% 331
2022
Q1
$8.64M Sell
17,626
-171
-1% -$83.2K 0.09% 249
2021
Q4
$9.21M Sell
17,797
-3,480
-16% -$1.77M 0.09% 238
2021
Q3
$10.2M Buy
21,277
+240
+1% +$118K 0.1% 217
2021
Q2
$10.3M Sell
21,037
-40
-0.2% -$19.7K 0.12% 198
2021
Q1
$10M Sell
21,077
-7,556
-26% -$3.45M 0.13% 185
2020
Q4
$12M Buy
28,633
+8,325
+41% +$3.21M 0.14% 175
2020
Q3
$6.88M Buy
+20,308
New +$6.93M 0.13% 191

Other funds holding MDY

Kestra Advisory Services's MDY Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 43% in Q1 2026, buying an estimated $7.08M and bringing the position to 37,293 shares worth $23M. The position accounts for 0.09% of the portfolio, ranked #238.

Kestra Advisory Services first reported a position in MDY in Q3 2020 and has held it in 23 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Kestra Advisory Services held 37,293 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $23M as of Q1 2026.
  • Kestra Advisory Services bought 11,174 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $7.08M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Kestra Advisory Services's portfolio in Q1 2026, its #238 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 23 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.