LI
MDY icon

LRI Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

LRI Investments’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 		$61.2K Hold
87
– – ﹤0.01% 529
2026
Q1 		$53.7K Sell
87
-445
-84% -$282K ﹤0.01% 504
2025
Q4 		$321K Sell
532
-21
-4% -$12.6K 0.03% 220
2025
Q3 		$329K Buy
553
+69
+14% +$40.5K 0.03% 225
2025
Q2 		$274K Buy
484
+160
+49% +$85.9K 0.02% 239
2025
Q1 		$173K Buy
324
+92
+40% +$52.2K 0.02% 292
2024
Q4 		$132K Sell
232
-747
-76% -$438K 0.01% 364
2024
Q3 		$580K Buy
979
+747
+322% +$412K 0.06% 134
2024
Q2 		$124K Buy
232
+50
+27% +$26.9K 0.01% 342
2024
Q1 		$101K Buy
+182
New +$94.3K 0.03% 201

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

LRI Investments's MDY Position: Q2 2026 in Review

LRI Investments held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 87 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

LRI Investments first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $580K in Q3 2024. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • LRI Investments held 87 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $61.2K as of Q2 2026.
  • LRI Investments left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #529 holding.
  • LRI Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $580K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.