M3 Advisory Group’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
Q1
$1,000K Buy
1,621
+40
+3% +$25.3K 0.62% 35
2025
Q4
$954K Buy
1,581
+41
+3% +$24.5K 0.58% 35
2025
Q3
$918K Buy
1,540
+44
+3% +$25.8K 0.57% 37
2025
Q2
$848K Buy
1,496
+26
+2% +$14K 0.59% 37
2025
Q1
$784K Buy
1,470
+18
+1% +$10.2K 0.62% 34
2024
Q4
$827K Buy
1,452
+81
+6% +$47.5K 0.59% 38
2024
Q3
$781K Buy
1,371
+79
+6% +$43.5K 0.57% 39
2024
Q2
$691K Buy
1,292
+95
+8% +$51.1K 0.57% 39
2024
Q1
$666K Buy
1,197
+224
+23% +$116K 0.6% 35
2023
Q4
$494K Buy
+973
New +$452K 0.58% 37

Other funds holding MDY

M3 Advisory Group's MDY Position: Q1 2026 in Review

M3 Advisory Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,621 shares worth $1,000K. The position accounts for 0.62% of the portfolio, ranked #35.

M3 Advisory Group first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • M3 Advisory Group held 1,621 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1,000K as of Q1 2026.
  • M3 Advisory Group bought 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $25.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.62% of M3 Advisory Group's portfolio in Q1 2026, its #35 holding.
  • M3 Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.