LA
MDY icon

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

Legacy 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 		$11.2M Buy
15,938
+6
+0% +$4.02K 1.05% 22
2026
Q1 		$9.83M Buy
15,932
+10
+0.1% +$6.34K 1.16% 20
2025
Q4 		$9.61M Sell
15,922
-1,175
-7% -$703K 1.03% 23
2025
Q3 		$10.2M Buy
+17,097
New +$10M 1.26% 18
2025
Q2 		– Sell
-17,082
Closed -$9.11M – 247
2025
Q1 		$9.11M Buy
17,082
+10
+0.1% +$5.68K 0.94% 18
2024
Q4 		$9.72M Buy
17,072
+7
+0% +$4.1K 0.94% 19
2024
Q3 		$9.72M Buy
17,065
+9
+0.1% +$4.96K 1.05% 19
2024
Q2 		$9.13M Sell
17,056
-20
-0.1% -$10.8K 1.11% 17
2024
Q1 		$9.5M Sell
17,076
-371
-2% -$192K 1.2% 18
2023
Q4 		$8.85M Buy
17,447
+517
+3% +$240K 1.14% 16
2023
Q3 		$7.73M Buy
16,930
+336
+2% +$161K 1.25% 15
2023
Q2 		$7.95M Buy
16,594
+7
+0% +$3.19K 1.18% 12
2023
Q1 		$7.6M Sell
16,587
-961
-5% -$448K 1.4% 10
2022
Q4 		$7.77M Buy
17,548
+1,653
+10% +$731K 1.42% 9
2022
Q3 		$6.38M Buy
15,895
+8
+0.1% +$3.53K 1.41% 8
2022
Q2 		$6.57M Buy
15,887
+6
+0% +$2.71K 1.38% 10
2022
Q1 		$7.79M Buy
15,881
+8
+0.1% +$3.89K 1.51% 8
2021
Q4 		$8.22M Sell
15,873
-488
-3% -$248K 3.01% 8
2021
Q3 		$7.87M Sell
16,361
-156
-0.9% -$76.6K 3.15% 7
2021
Q2 		$8.11M Buy
16,517
+5
+0% +$2.47K 3.29% 7
2021
Q1 		$7.86M Buy
16,512
+36
+0.2% +$16.4K 3.47% 6
2020
Q4 		$6.92M Sell
16,476
-4,737
-22% -$1.82M 3.93% 5
2020
Q3 		$7.19M Sell
21,213
-891
-4% -$304K 4.75% 3
2020
Q2 		$7.17M Sell
22,104
-4,365
-16% -$1.32M 5.69% 3
2020
Q1 		$6.96M Sell
26,469
-24,290
-48% -$8.24M 6.96% 2
2019
Q4 		$19.1M Sell
50,759
-875
-2% -$316K 12.09% 1
2019
Q3 		$18.2M Buy
51,634
+36
+0.1% +$12.6K 13.61% 1
2019
Q2 		$18.3M Sell
51,598
-49,250
-49% -$17.2M 12.37% 1
2019
Q1 		$34.8M Buy
100,848
+49,761
+97% +$16.7M 11.31% 1
2018
Q4 		$15.5M Buy
51,087
+1,767
+4% +$588K 11.73% 1
2018
Q3 		$18.1M Buy
49,320
+831
+2% +$304K 8.92% 1
2018
Q2 		$17.2M Sell
48,489
-1,447
-3% -$509K 12.86% 1
2018
Q1 		$17.1M Buy
49,936
+9,095
+22% +$3.16M 12.63% 1
2017
Q4 		$14.1M Sell
40,841
-5,464
-12% -$1.84M 13.75% 1
2017
Q3 		$15.1M Sell
46,305
-5,781
-11% -$1.84M 16.83% 1
2017
Q2 		$16.6M Sell
52,086
-8,749
-14% -$2.75M 21.15% 1
2017
Q1 		$19.1M Sell
60,835
-114,262
-65% -$35.5M 25.74% 1
2016
Q4 		$24.6M Buy
+175,097
New +$50.6M 33.65% 1

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Legacy Advisors's MDY Position: Q2 2026 in Review

Legacy Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.04% in Q2 2026, buying an estimated $4.02K and bringing the position to 15,938 shares worth $11.2M. The position accounts for 1.05% of the portfolio, ranked #22.

Legacy Advisors first reported a position in MDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $34.8M in Q1 2019. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Legacy Advisors held 15,938 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.2M as of Q2 2026.
  • Legacy Advisors bought 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.02K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.05% of Legacy Advisors's portfolio in Q2 2026, its #22 holding.
  • Legacy Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $34.8M in Q1 2019.
  • 524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.