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

Lynch & Associates’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 		$1.22M Hold
1,740
– – 0.21% 81
2026
Q1 		$1.07M Hold
1,740
– – 0.2% 82
2025
Q4 		$1.05M Hold
1,740
– – 0.2% 81
2025
Q3 		$1.04M Hold
1,740
– – 0.2% 80
2025
Q2 		$986K Hold
1,740
– – 0.2% 81
2025
Q1 		$928K Hold
1,740
– – 0.2% 77
2024
Q4 		$991K Hold
1,740
– – 0.22% 74
2024
Q3 		$991K Hold
1,740
– – 0.21% 74
2024
Q2 		$931K Hold
1,740
– – 0.21% 75
2024
Q1 		$968K Hold
1,740
– – 0.22% 73
2023
Q4 		$883K Hold
1,740
– – 0.21% 74
2023
Q3 		$795K Sell
1,740
-188
-10% -$90.1K 0.21% 71
2023
Q2 		$923K Hold
1,928
– – 0.24% 67
2023
Q1 		$884K Hold
1,928
– – 0.23% 64
2022
Q4 		$854K Hold
1,928
– – 0.22% 68
2022
Q3 		$774K Buy
1,928
+109
+6% +$48.1K 0.23% 69
2022
Q2 		$752K Buy
1,819
+129
+8% +$58.2K 0.2% 67
2022
Q1 		$829K Hold
1,690
– – 0.2% 69
2021
Q4 		$875K Hold
1,690
– – 0.21% 69
2021
Q3 		$813K Hold
1,690
– – 0.21% 69
2021
Q2 		$830K Sell
1,690
-57
-3% -$28.1K 0.21% 69
2021
Q1 		$832K Sell
1,747
-75
-4% -$34.2K 0.22% 69
2020
Q4 		$765K Hold
1,822
– – 0.21% 70
2020
Q3 		$617K Hold
1,822
– – 0.18% 70
2020
Q2 		$591K Hold
1,822
– – 0.19% 72
2020
Q1 		$479K Buy
+1,822
New +$618K 0.18% 72

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Lynch & Associates's MDY Position: Q2 2026 in Review

Lynch & Associates held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,740 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #81.

Lynch & Associates first reported a position in MDY in Q1 2020 and has held it in 26 quarters since. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Lynch & Associates held 1,740 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.22M as of Q2 2026.
  • Lynch & Associates 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 0.21% of Lynch & Associates's portfolio in Q2 2026, its #81 holding.
  • Lynch & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.