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 Q3	$1.14M	Hold	1,740	–	–	0.16%	84
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

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Lynch & Associates's MDY Position: Q3 2026 in Review

Lynch & Associates held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 1,740 shares worth $1.14M. The position accounts for 0.16% of the portfolio, ranked #84.

Lynch & Associates first reported a position in MDY in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.22M in Q2 2026. 542 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Lynch & Associates held 1,740 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.14M as of Q3 2026.
Lynch & Associates left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of Lynch & Associates's portfolio in Q3 2026, its #84 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 27 quarters since.
Lynch & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.22M in Q2 2026.
542 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.