Kovack Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kovack Advisors’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	$918K	Buy	1,311 +44	+3%	+$29.5K	0.04%	417
2026 Q1	$784K	Sell	1,267 -33	-3%	-$20.9K	0.04%	453
2025 Q4	$784K	Buy	+1,300	New	+$778K	0.04%	451
2022 Q2	–	Sell	-591	Closed	-$289K	–	696
2022 Q1	$289K	Buy	+591	New	+$288K	0.03%	544
2021 Q4	–	Sell	-591	Closed	-$284K	–	750
2021 Q3	$284K	Buy	591 +73	+14%	+$35.9K	0.03%	550
2021 Q2	$254K	Buy	+518	New	+$256K	0.03%	567
2018 Q2	–	Sell	-614	Closed	-$210K	–	498
2018 Q1	$210K	Buy	+614	New	+$214K	0.05%	415
2017 Q2	–	Sell	-644	Closed	-$201K	–	397
2017 Q1	$201K	Sell	644 -88	-12%	-$27.3K	0.08%	266
2016 Q4	$221K	Buy	+732	New	+$212K	0.11%	213

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

Kovack Advisors's MDY Position: Q2 2026 in Review

Kovack Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,311 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #417.

Kovack Advisors first reported a position in MDY in Q4 2016 and has held it in 9 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Kovack Advisors held 1,311 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $918K as of Q2 2026.
Kovack Advisors bought 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $29.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #417 holding.
Kovack Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 9 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.