Lloyd Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lloyd Advisory Services’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	$57.3K	Sell	81 -132	-62%	-$88.4K	0.02%	224
2026 Q1	$131K	Buy	213 +132	+163%	+$83.6K	0.04%	186
2025 Q4	$48.8K	Buy	+81	New	+$48.5K	0.02%	237
2023 Q4	–	Sell	-4,377	Closed	-$2M	–	254
2023 Q3	$2M	Buy	+4,377	New	+$2.1M	0.66%	29
2022 Q2	–	Sell	-5	Closed	-$3K	–	362
2022 Q1	$3K	Hold	5	–	–	﹤0.01%	483
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	367
2021 Q3	$3K	Sell	5 -10	-67%	-$4.91K	﹤0.01%	333
2021 Q2	$7K	Sell	15 -1	-6%	-$493	﹤0.01%	306
2021 Q1	$8K	Hold	16	–	–	﹤0.01%	249
2020 Q4	$7K	Hold	16	–	–	﹤0.01%	220
2020 Q3	$5K	Hold	16	–	–	﹤0.01%	233
2020 Q2	$5K	Sell	16 -15	-48%	-$4.55K	﹤0.01%	214
2020 Q1	$8K	Buy	31 +16	+107%	+$5.42K	0.01%	166
2019 Q4	$6K	Buy	+15	New	+$5.42K	0.01%	242

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

Lloyd Advisory Services's MDY Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 62% in Q2 2026, selling an estimated $88.4K and leaving 81 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #224.

Lloyd Advisory Services first reported a position in MDY in Q4 2019 and has held it in 14 quarters since. The position peaked at $2M in Q3 2023. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Lloyd Advisory Services held 81 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $57.3K as of Q2 2026.
Lloyd Advisory Services sold 132 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $88.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #224 holding.
Lloyd Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2M in Q3 2023.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.