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

Legacy Financial Strategies’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	$392K	Sell	557 -19	-3%	-$12.7K	0.06%	98
2026 Q1	$355K	Hold	576	–	–	0.06%	97
2025 Q4	$347K	Hold	576	–	–	0.06%	93
2025 Q3	$343K	Hold	576	–	–	0.06%	97
2025 Q2	$326K	Hold	576	–	–	0.06%	94
2025 Q1	$307K	Hold	576	–	–	0.07%	87
2024 Q4	$327K	Hold	576	–	–	0.07%	84
2024 Q3	$328K	Hold	576	–	–	0.07%	86
2024 Q2	$307K	Hold	576	–	–	0.07%	73
2024 Q1	$320K	Hold	576	–	–	0.08%	69
2023 Q4	$292K	Hold	576	–	–	0.08%	70
2023 Q3	$256K	Hold	576	–	–	0.08%	64
2023 Q2	$276K	Hold	576	–	–	0.09%	64
2023 Q1	$264K	Hold	576	–	–	0.1%	61
2022 Q4	$255K	Hold	576	–	–	0.11%	59
2022 Q3	$231K	Buy	+576	New	+$254K	0.11%	58

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

Legacy Financial Strategies's MDY Position: Q2 2026 in Review

Legacy Financial Strategies reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.3% in Q2 2026, selling an estimated $12.7K and leaving 557 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #98.

Legacy Financial Strategies first reported a position in MDY in Q3 2022 and has held it in 16 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Legacy Financial Strategies held 557 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $392K as of Q2 2026.
Legacy Financial Strategies sold 19 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $12.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #98 holding.
Legacy Financial Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 16 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 Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.