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Keystone Financial Group (Kentucky)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Keystone Financial Group (Kentucky)’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 		$4.48M Hold
6,364
– – 0.27% 69
2026
Q1 		$4.04M Sell
6,364
-91
-1% -$57.7K 0.28% 67
2025
Q4 		$3.89M Buy
6,455
+2,511
+64% +$1.5M 0.29% 65
2025
Q3 		$2.35M Sell
3,944
-2,468
-38% -$1.45M 0.18% 89
2025
Q2 		$3.64M Sell
6,412
-29
-0.5% -$15.6K 0.33% 64
2025
Q1 		$3.49M Sell
6,441
-1,411
-18% -$801K 0.35% 63
2024
Q4 		$4.49M Buy
7,852
+1,868
+31% +$1.09M 0.44% 50
2024
Q3 		$3.41M Buy
+5,984
New +$3.3M 0.44% 46
2024
Q2 		– Sell
-5,984
Closed -$3.33M – 243
2024
Q1 		$3.33M Buy
5,984
+127
+2% +$65.8K 0.49% 44
2023
Q4 		$2.97M Sell
5,857
-452
-7% -$210K 0.52% 44
2023
Q3 		$2.88M Hold
6,309
– – 0.48% 43
2023
Q2 		$3.02M Buy
+6,309
New +$2.87M 0.51% 43
2022
Q4 		$2.79M Hold
6,309
– – 0.55% 35
2022
Q3 		$2.53M Hold
6,309
– – 0.51% 39
2022
Q2 		$2.61M Hold
6,309
– – 0.52% 37
2022
Q1 		$3.09M Hold
6,309
– – 0.53% 37
2021
Q4 		$3.27M Hold
6,309
– – 0.54% 37
2021
Q3 		$3.03M Sell
6,309
-4
-0.1% -$1.97K 0.55% 36
2021
Q2 		$3.1M Hold
6,313
– – 0.56% 37
2021
Q1 		$3M Sell
6,313
-1
-0% -$456 0.59% 41
2020
Q4 		$2.65M Sell
6,314
-1
-0% -$385 0.55% 42
2020
Q3 		$2.14M Sell
6,315
-36
-0.6% -$12.3K 0.53% 45
2020
Q2 		$2.06M Sell
6,351
-292
-4% -$88.5K 0.56% 41
2020
Q1 		$1.75M Sell
6,643
-1,117
-14% -$379K 0.58% 43
2019
Q4 		$2.91M Sell
7,760
-2,683
-26% -$970K 0.78% 32
2019
Q3 		$3.68M Buy
10,443
+44
+0.4% +$15.4K 1.13% 17
2019
Q2 		$3.69M Buy
10,399
+134
+1% +$46.8K 1.2% 16
2019
Q1 		$3.54M Sell
10,265
-37
-0.4% -$12.4K 1.26% 17
2018
Q4 		$3.12M Buy
10,302
+54
+0.5% +$18K 1.41% 16
2018
Q3 		$3.74M Buy
10,248
+6,070
+145% +$2.22M 1.53% 11
2018
Q2 		$1.48M Buy
4,178
+432
+12% +$152K 0.83% 38
2018
Q1 		$1.25M Buy
+3,746
New +$1.3M 0.69% 41

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MDY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 6,364 shares worth $4.48M. The position accounts for 0.27% of the portfolio, ranked #69.

Keystone Financial Group (Kentucky) first reported a position in MDY in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.49M in Q4 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 6,364 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.48M as of Q2 2026.
  • Keystone Financial Group (Kentucky) 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 0.27% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #69 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.49M in Q4 2024.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.