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

Kestra Advisory Services’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	$24.6M	Sell	35,015 -2,278	-6%	-$1.53M	0.08%	263
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

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

Kestra Advisory Services's MDY Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.1% in Q2 2026, selling an estimated $1.53M and leaving 35,015 shares worth $24.6M. The position accounts for 0.08% of the portfolio, ranked #263.

Kestra Advisory Services first reported a position in MDY in Q3 2020 and has held it in 24 quarters since. 1,536 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Kestra Advisory Services held 35,015 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $24.6M as of Q2 2026.
Kestra Advisory Services sold 2,278 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.53M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #263 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 24 quarters since.
1,536 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.