KMG Fiduciary Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

KMG Fiduciary Partners’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	$5.31M	Sell	7,544 -8	-0.1%	-$5.36K	0.49%	48
2026 Q1	$4.66M	Sell	7,552 -3	-0%	-$1.9K	0.34%	83
2025 Q4	$4.56M	Sell	7,555 -2	-0%	-$1.2K	0.32%	77
2025 Q3	$4.5M	Sell	7,557 -59	-0.8%	-$34.6K	0.3%	76
2025 Q2	$4.31M	Sell	7,616 -303	-4%	-$163K	0.32%	73
2025 Q1	$4.22M	Sell	7,919 -166	-2%	-$94.2K	0.35%	71
2024 Q4	$4.6M	Sell	8,085 -181	-2%	-$106K	0.38%	67
2024 Q3	$4.71M	Sell	8,266 -361	-4%	-$199K	0.41%	62
2024 Q2	$4.62M	Sell	8,627 -47	-0.5%	-$25.3K	0.45%	54
2024 Q1	$4.83M	Sell	8,674 -55	-0.6%	-$28.5K	0.5%	54
2023 Q4	$4.43M	Sell	8,729 -112	-1%	-$52K	0.52%	52
2023 Q3	$4.04M	Sell	8,841 -223	-2%	-$107K	0.53%	47
2023 Q2	$4.34M	Sell	9,064 -1,137	-11%	-$518K	0.56%	48
2023 Q1	$4.68M	Sell	10,201 -459	-4%	-$214K	0.67%	41
2022 Q4	$4.72M	Sell	10,660 -712	-6%	-$315K	0.78%	36
2022 Q3	$4.57M	Sell	11,372 -5,369	-32%	-$2.37M	0.88%	34
2022 Q2	$6.92M	Sell	16,741 -1,318	-7%	-$595K	1.29%	15
2022 Q1	$8.86M	Sell	18,059 -1,872	-9%	-$911K	1.42%	11
2021 Q4	$10.3M	Sell	19,931 -1,534	-7%	-$780K	1.6%	9
2021 Q3	$10.3M	Sell	21,465 -1,898	-8%	-$932K	1.76%	9
2021 Q2	$11.5M	Buy	23,363 +358	+2%	+$177K	2.02%	7
2021 Q1	$11M	Buy	23,005 +391	+2%	+$178K	2.14%	7
2020 Q4	$9.48M	Buy	22,614 +638	+3%	+$246K	2%	9
2020 Q3	$7.45M	Sell	21,976 -592	-3%	-$202K	1.85%	10
2020 Q2	$7.32M	Sell	22,568 -485	-2%	-$147K	2.03%	9
2020 Q1	$6.06M	Sell	23,053 -3,095	-12%	-$1.05M	1.97%	15
2019 Q4	$9.81M	Buy	26,148 +805	+3%	+$291K	2.99%	5
2019 Q3	$8.93M	Buy	25,343 +366	+1%	+$128K	3.03%	7
2019 Q2	$8.86M	Buy	24,977 +306	+1%	+$107K	3.2%	6
2019 Q1	$8.52M	Buy	24,671 +743	+3%	+$250K	3.24%	5
2018 Q4	$7.24M	Buy	+23,928	New	+$7.97M	3.29%	8

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

KMG Fiduciary Partners's MDY Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.11% in Q2 2026, selling an estimated $5.36K and leaving 7,544 shares worth $5.31M. The position accounts for 0.49% of the portfolio, ranked #48.

KMG Fiduciary Partners first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.5M in Q2 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

KMG Fiduciary Partners held 7,544 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.31M as of Q2 2026.
KMG Fiduciary Partners sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of KMG Fiduciary Partners's portfolio in Q2 2026, its #48 holding.
KMG Fiduciary Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.5M in Q2 2021.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.