Linscomb Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.53M | Sell |
10,708
-7
| -0.1% | -$4.69K | 0.33% | 66 |
|
|
2026
Q1 | $6.61M | Sell |
10,715
-574
| -5% | -$364K | 0.29% | 69 |
|
|
2025
Q4 | $6.81M | Buy |
11,289
+9
| +0.1% | +$5.38K | 0.29% | 76 |
|
|
2025
Q3 | $6.72M | Sell |
11,280
-201
| -2% | -$118K | 0.29% | 75 |
|
|
2025
Q2 | $6.5M | Sell |
11,481
-1,262
| -10% | -$677K | 0.3% | 73 |
|
|
2025
Q1 | $6.8M | Sell |
12,743
-734
| -5% | -$417K | 0.34% | 69 |
|
|
2024
Q4 | $7.68M | Sell |
13,477
-647
| -5% | -$379K | 0.38% | 62 |
|
|
2024
Q3 | $8.05M | Sell |
14,124
-4,988
| -26% | -$2.75M | 0.4% | 63 |
|
|
2024
Q2 | $10.2M | Sell |
19,112
-673
| -3% | -$362K | 0.53% | 39 |
|
|
2024
Q1 | $11M | Sell |
19,785
-598
| -3% | -$310K | 0.57% | 33 |
|
|
2023
Q4 | $10.3M | Sell |
20,383
-746
| -4% | -$346K | 0.57% | 34 |
|
|
2023
Q3 | $9.65M | Sell |
21,129
-3,879
| -16% | -$1.86M | 0.56% | 34 |
|
|
2023
Q2 | $12M | Sell |
25,008
-1,565
| -6% | -$713K | 0.65% | 24 |
|
|
2023
Q1 | $12.2M | Sell |
26,573
-235
| -0.9% | -$110K | 0.64% | 26 |
|
|
2022
Q4 | $11.9M | Sell |
26,808
-26
| -0.1% | -$11.5K | 0.6% | 29 |
|
|
2022
Q3 | $10.8M | Sell |
26,834
-67
| -0.2% | -$29.6K | 0.65% | 24 |
|
|
2022
Q2 | $11.1M | Sell |
26,901
-350
| -1% | -$158K | 0.64% | 30 |
|
|
2022
Q1 | $13.4M | Sell |
27,251
-163
| -0.6% | -$79.3K | 0.64% | 28 |
|
|
2021
Q4 | $14.2M | Sell |
27,414
-485
| -2% | -$247K | 0.68% | 25 |
|
|
2021
Q3 | $13.4M | Sell |
27,899
-450
| -2% | -$221K | 0.69% | 20 |
|
|
2021
Q2 | $13.9M | Sell |
28,349
-528
| -2% | -$260K | 0.71% | 18 |
|
|
2021
Q1 | $13.7M | Sell |
28,877
-349
| -1% | -$159K | 0.75% | 19 |
|
|
2020
Q4 | $12.3M | Sell |
29,226
-869
| -3% | -$335K | 0.73% | 17 |
|
|
2020
Q3 | $10.2M | Sell |
30,095
-71
| -0.2% | -$24.2K | 0.7% | 24 |
|
|
2020
Q2 | $9.79M | Sell |
30,166
-795
| -3% | -$241K | 0.72% | 21 |
|
|
2020
Q1 | $8.14M | Sell |
30,961
-186
| -0.6% | -$63.1K | 0.72% | 18 |
|
|
2019
Q4 | $11.7M | Sell |
31,147
-414
| -1% | -$150K | 0.76% | 18 |
|
|
2019
Q3 | $11.1M | Sell |
31,561
-1,720
| -5% | -$603K | 0.89% | 17 |
|
|
2019
Q2 | $11.8M | Sell |
33,281
-487
| -1% | -$170K | 0.97% | 14 |
|
|
2019
Q1 | $11.7M | Sell |
33,768
-297
| -0.9% | -$99.9K | 0.98% | 14 |
|
|
2018
Q4 | $10.3M | Sell |
34,065
-1,892
| -5% | -$630K | 0.97% | 14 |
|
|
2018
Q3 | $13.2M | Sell |
35,957
-156
| -0.4% | -$57.1K | 1.08% | 13 |
|
|
2018
Q2 | $12.8M | Sell |
36,113
-723
| -2% | -$254K | 1.09% | 13 |
|
|
2018
Q1 | $12.6M | Sell |
36,836
-706
| -2% | -$246K | 1.07% | 14 |
|
|
2017
Q4 | $13M | Sell |
37,542
-3,311
| -8% | -$1.12M | 1.07% | 14 |
|
|
2017
Q3 | $13.3M | Sell |
40,853
-427
| -1% | -$136K | 1.14% | 13 |
|
|
2017
Q2 | $13.1M | Buy |
41,280
+3,393
| +9% | +$1.07M | 1.17% | 13 |
|
|
2017
Q1 | $11.8M | Sell |
37,887
-4,124
| -10% | -$1.28M | 1.07% | 14 |
|
|
2016
Q4 | $12.7M | Sell |
42,011
-657
| -2% | -$190K | 1.18% | 13 |
|
|
2016
Q3 | $12M | Sell |
42,668
-587
| -1% | -$165K | 1.17% | 13 |
|
|
2016
Q2 | $11.8M | Sell |
43,255
-1,495
| -3% | -$400K | 1.19% | 12 |
|
|
2016
Q1 | $11.8M | Sell |
44,750
-619
| -1% | -$151K | 1.27% | 11 |
|
|
2015
Q4 | $11.5M | Sell |
45,369
-678
| -1% | -$176K | 1.3% | 11 |
|
|
2015
Q3 | $11.5M | Buy |
46,047
+697
| +2% | +$185K | 1.35% | 11 |
|
|
2015
Q2 | $12.4M | Sell |
45,350
-2,145
| -5% | -$596K | 1.35% | 11 |
|
|
2015
Q1 | $13.2M | Sell |
47,495
-649
| -1% | -$175K | 1.41% | 11 |
|
|
2014
Q4 | $12.7M | Sell |
48,144
-962
| -2% | -$246K | 1.41% | 13 |
|
|
2014
Q3 | $12.2M | Sell |
49,106
-2,714
| -5% | -$697K | 1.35% | 15 |
|
|
2014
Q2 | $13.5M | Sell |
51,820
-3,334
| -6% | -$835K | 1.43% | 15 |
|
|
2014
Q1 | $13.8M | Sell |
55,154
-1,378
| -2% | -$338K | 1.52% | 13 |
|
|
2013
Q4 | $13.8M | Sell |
56,532
-235
| -0.4% | -$55.3K | 1.69% | 14 |
|
|
2013
Q3 | $12.8M | Sell |
56,767
-111
| -0.2% | -$24.7K | 1.69% | 15 |
|
|
2013
Q2 | $11.9M | Buy |
+56,878
| New | +$12M | 1.63% | 15 |
|
Other funds holding MDY
MIH
CCA
GAM
WA
Linscomb Wealth's MDY Position: Q2 2026 in Review
Linscomb Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.07% in Q2 2026, selling an estimated $4.69K and leaving 10,708 shares worth $7.53M. The position accounts for 0.33% of the portfolio, ranked #66.
Linscomb Wealth first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.2M in Q4 2021. 1,093 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Linscomb Wealth held 10,708 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.53M as of Q2 2026.
- Linscomb Wealth sold 7 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.69K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.33% of Linscomb Wealth's portfolio in Q2 2026, its #66 holding.
- Linscomb Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- Linscomb Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $14.2M in Q4 2021.
- 1,093 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.