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

LAM Group’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	$985K	Hold	1,400	–	–	0.49%	50
2026 Q1	$863K	Hold	1,400	–	–	0.47%	51
2025 Q4	$845K	Hold	1,400	–	–	0.48%	51
2025 Q3	$834K	Hold	1,400	–	–	0.52%	48
2025 Q2	$793K	Hold	1,400	–	–	0.53%	48
2025 Q1	$747K	Hold	1,400	–	–	0.55%	46
2024 Q4	$797K	Hold	1,400	–	–	0.57%	44
2024 Q3	$798K	Hold	1,400	–	–	0.56%	46
2024 Q2	$749K	Hold	1,400	–	–	0.63%	41
2024 Q1	$779K	Hold	1,400	–	–	0.64%	40
2023 Q4	$710K	Hold	1,400	–	–	0.65%	36
2023 Q3	$639K	Hold	1,400	–	–	0.63%	35
2023 Q2	$670K	Hold	1,400	–	–	0.62%	33
2023 Q1	$642K	Hold	1,400	–	–	0.63%	34
2022 Q4	$620K	Buy	+1,400	New	+$619K	0.64%	34

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

LAM Group's MDY Position: Q2 2026 in Review

LAM Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,400 shares worth $985K. The position accounts for 0.49% of the portfolio, ranked #50.

LAM Group first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 751 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

LAM Group held 1,400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $985K as of Q2 2026.
LAM Group 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 0.49% of LAM Group's portfolio in Q2 2026, its #50 holding.
LAM Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
751 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.