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Madison Park Capital Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Madison Park Capital Advisors’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 		$7.49M Buy
10,644
+93
+0.9% +$62.3K 5.33% 6
2026
Q1 		$6.51M Sell
10,551
-128
-1% -$81.1K 5.11% 6
2025
Q4 		$6.44M Buy
10,679
+105
+1% +$62.8K 5.23% 6
2025
Q3 		$6.3M Sell
10,574
-98
-0.9% -$57.5K 5.17% 6
2025
Q2 		$6.05M Sell
10,672
-817
-7% -$439K 5.09% 7
2025
Q1 		$6.13M Buy
11,489
+410
+4% +$233K 5.38% 5
2024
Q4 		$6.31M Sell
11,079
-3,422
-24% -$2.01M 5.03% 6
2024
Q3 		$8.26M Buy
14,501
+105
+0.7% +$57.8K 6.19% 3
2024
Q2 		$7.7M Buy
14,396
+2,622
+22% +$1.41M 6.44% 4
2024
Q1 		$6.55M Buy
11,774
+267
+2% +$138K 5.71% 4
2023
Q4 		$5.84M Buy
+11,507
New +$5.34M 5.63% 5

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

Madison Park Capital Advisors's MDY Position: Q2 2026 in Review

Madison Park Capital Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.88% in Q2 2026, buying an estimated $62.3K and bringing the position to 10,644 shares worth $7.49M. The position accounts for 5.33% of the portfolio, ranked #6.

Madison Park Capital Advisors first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.26M in Q3 2024. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Madison Park Capital Advisors held 10,644 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.49M as of Q2 2026.
  • Madison Park Capital Advisors bought 93 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $62.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 5.33% of Madison Park Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Madison Park Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Madison Park Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.26M 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 Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.