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 Q3	$919K	Hold	1,400	–	–	0.46%	54
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LAM Group's MDY Position: Q3 2026 in Review

LAM Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 1,400 shares worth $919K. The position accounts for 0.46% of the portfolio, ranked #54.

LAM Group first reported a position in MDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $985K in Q2 2026. 679 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

LAM Group held 1,400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $919K as of Q3 2026.
LAM Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.46% of LAM Group's portfolio in Q3 2026, its #54 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 16 quarters since.
LAM Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $985K in Q2 2026.
679 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.