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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
Q3 		$366K Hold
557
– – 0.06% 107
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Legacy Financial Strategies's MDY Position: Q3 2026 in Review

Legacy Financial Strategies held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 557 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #107.

Legacy Financial Strategies first reported a position in MDY in Q3 2022 and has held it in 17 quarters since. The position peaked at $392K in Q2 2026. 231 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Legacy Financial Strategies held 557 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $366K as of Q3 2026.
  • Legacy Financial Strategies 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 0.06% of Legacy Financial Strategies's portfolio in Q3 2026, its #107 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 17 quarters since.
  • Legacy Financial Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $392K in Q2 2026.
  • 231 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.