Marshall & Sterling Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Marshall & Sterling Wealth 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	$104K	Hold	148	–	–	0.06%	115
2026 Q1	$91K	Buy	148 +1	+0.7%	+$634	0.06%	117
2025 Q4	$88.7K	Hold	147	–	–	0.06%	111
2025 Q3	$87.4K	Hold	147	–	–	0.06%	126
2025 Q2	$83.1K	Hold	147	–	–	0.06%	118
2025 Q1	$78.2K	Hold	147	–	–	0.05%	117
2024 Q4	$83.5K	Buy	+147	New	+$86.2K	0.06%	104

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Marshall & Sterling Wealth Advisors's MDY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 148 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #115.

Marshall & Sterling Wealth Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Marshall & Sterling Wealth Advisors held 148 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $104K as of Q2 2026.
Marshall & Sterling Wealth Advisors 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 0.06% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.