LPL Financial’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 | $117M | Buy |
166,179
+2,775
| +2% | +$1.86M | 0.03% | 583 |
|
|
2026
Q1 | $101M | Sell |
163,404
-11,042
| -6% | -$7M | 0.03% | 580 |
|
|
2025
Q4 | $105M | Buy |
174,446
+1,981
| +1% | +$1.19M | 0.03% | 523 |
|
|
2025
Q3 | $103M | Buy |
172,465
+254
| +0.1% | +$149K | 0.03% | 510 |
|
|
2025
Q2 | $97.6M | Buy |
172,211
+14,175
| +9% | +$7.61M | 0.03% | 489 |
|
|
2025
Q1 | $84.3M | Sell |
158,036
-6,986
| -4% | -$3.97M | 0.03% | 481 |
|
|
2024
Q4 | $94M | Buy |
165,022
+21,353
| +15% | +$12.5M | 0.04% | 420 |
|
|
2024
Q3 | $81.8M | Buy |
143,669
+4,061
| +3% | +$2.24M | 0.04% | 442 |
|
|
2024
Q2 | $74.7M | Buy |
139,608
+364
| +0.3% | +$196K | 0.04% | 432 |
|
|
2024
Q1 | $77.5M | Sell |
139,244
-1,287
| -0.9% | -$667K | 0.04% | 403 |
|
|
2023
Q4 | $71.3M | Buy |
140,531
+545
| +0.4% | +$253K | 0.04% | 387 |
|
|
2023
Q3 | $63.9M | Buy |
139,986
+1,079
| +0.8% | +$517K | 0.04% | 378 |
|
|
2023
Q2 | $66.5M | Sell |
138,907
-2,786
| -2% | -$1.27M | 0.05% | 344 |
|
|
2023
Q1 | $65M | Sell |
141,693
-2,170
| -2% | -$1.01M | 0.05% | 345 |
|
|
2022
Q4 | $63.7M | Sell |
143,863
-5,023
| -3% | -$2.22M | 0.05% | 328 |
|
|
2022
Q3 | $59.8M | Sell |
148,886
-3,564
| -2% | -$1.57M | 0.06% | 304 |
|
|
2022
Q2 | $63M | Sell |
152,450
-7,972
| -5% | -$3.6M | 0.06% | 297 |
|
|
2022
Q1 | $78.7M | Sell |
160,422
-11,345
| -7% | -$5.52M | 0.07% | 269 |
|
|
2021
Q4 | $88.9M | Sell |
171,767
-1,581
| -0.9% | -$804K | 0.07% | 246 |
|
|
2021
Q3 | $83.4M | Buy |
173,348
+8,620
| +5% | +$4.23M | 0.08% | 244 |
|
|
2021
Q2 | $80.9M | Sell |
164,728
-6,025
| -4% | -$2.97M | 0.08% | 227 |
|
|
2021
Q1 | $81.3M | Sell |
170,753
-4,881
| -3% | -$2.23M | 0.09% | 208 |
|
|
2020
Q4 | $73.8M | Sell |
175,634
-5,781
| -3% | -$2.23M | 0.1% | 198 |
|
|
2020
Q3 | $61.5M | Sell |
181,415
-95,399
| -34% | -$32.6M | 0.1% | 193 |
|
|
2020
Q2 | $89.8M | Sell |
276,814
-28,981
| -9% | -$8.79M | 0.16% | 131 |
|
|
2020
Q1 | $80.4M | Sell |
305,795
-30,306
| -9% | -$10.3M | 0.17% | 114 |
|
|
2019
Q4 | $126M | Buy |
336,101
+1,660
| +0.5% | +$600K | 0.23% | 84 |
|
|
2019
Q3 | $118M | Sell |
334,441
-3,497
| -1% | -$1.23M | 0.24% | 85 |
|
|
2019
Q2 | $120M | Buy |
337,938
+158
| +0% | +$55.2K | 0.26% | 77 |
|
|
2019
Q1 | $117M | Sell |
337,780
-6,508
| -2% | -$2.19M | 0.27% | 69 |
|
|
2018
Q4 | $104M | Sell |
344,288
-7,289
| -2% | -$2.43M | 0.28% | 65 |
|
|
2018
Q3 | $129M | Buy |
351,577
+11,986
| +4% | +$4.39M | 0.31% | 60 |
|
|
2018
Q2 | $121M | Sell |
339,591
-106,513
| -24% | -$37.4M | 0.32% | 58 |
|
|
2018
Q1 | $152M | Buy |
446,104
+42,160
| +10% | +$14.7M | 0.42% | 44 |
|
|
2017
Q4 | $140M | Buy |
403,944
+47,068
| +13% | +$15.9M | 0.42% | 42 |
|
|
2017
Q3 | $116M | Sell |
356,876
-71,259
| -17% | -$22.6M | 0.41% | 46 |
|
|
2017
Q2 | $136M | Sell |
428,135
-273,893
| -39% | -$86.2M | 0.52% | 33 |
|
|
2017
Q1 | $218M | Sell |
702,028
-113,019
| -14% | -$35.1M | 1.49% | 8 |
|
|
2016
Q4 | $247M | Sell |
815,047
-107,239
| -12% | -$31M | 1.88% | 4 |
|
|
2016
Q3 | $257M | Buy |
922,286
+236,417
| +34% | +$66.6M | 2.44% | 2 |
|
|
2016
Q2 | $186M | Sell |
685,869
-751,069
| -52% | -$201M | 1.57% | 4 |
|
|
2016
Q1 | $372M | Sell |
1,436,938
-1,074,677
| -43% | -$262M | 1.03% | 12 |
|
|
2015
Q4 | $630M | Buy |
2,511,615
+909,276
| +57% | +$237M | 1.75% | 7 |
|
|
2015
Q3 | $412M | Sell |
1,602,339
-353,107
| -18% | -$93.5M | 2.27% | 4 |
|
|
2015
Q2 | $534M | Buy |
1,955,446
+65,764
| +3% | +$18.3M | 2.71% | 3 |
|
|
2015
Q1 | $522M | Buy |
1,889,682
+341,032
| +22% | +$91.9M | 2.67% | 4 |
|
|
2014
Q4 | $409M | Sell |
1,548,650
-154,556
| -9% | -$39.6M | 2.24% | 4 |
|
|
2014
Q3 | $419M | Sell |
1,703,206
-869,198
| -34% | -$223M | 2.5% | 4 |
|
|
2014
Q2 | $670M | Buy |
2,572,404
+116,371
| +5% | +$29.1M | 3.9% | 1 |
|
|
2014
Q1 | $615M | Sell |
2,456,033
-228,712
| -9% | -$56.1M | 3.78% | 2 |
|
|
2013
Q4 | $656M | Buy |
2,684,745
+97,908
| +4% | +$23M | 4.09% | 1 |
|
|
2013
Q3 | $596M | Buy |
2,586,837
+43,109
| +2% | +$9.59M | 3.97% | 1 |
|
|
2013
Q2 | $534M | Buy |
+2,543,728
| New | +$538M | 3.84% | 1 |
|
Other funds holding MDY
LPL Financial's MDY Position: Q2 2026 in Review
LPL Financial increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, buying an estimated $1.86M and bringing the position to 166,179 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #583.
LPL Financial first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $670M in Q2 2014. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- LPL Financial held 166,179 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $117M as of Q2 2026.
- LPL Financial bought 2,775 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.86M.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of LPL Financial's portfolio in Q2 2026, its #583 holding.
- LPL Financial 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.
- LPL Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $670M in Q2 2014.
- 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.