McElhenny Sheffield Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

McElhenny Sheffield Capital Management’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	$205K	Sell	292 -153	-34%	-$102K	0.05%	106
2026 Q1	$274K	Hold	445	–	–	0.07%	77
2025 Q4	$268K	Hold	445	–	–	0.07%	83
2025 Q3	$265K	Sell	445 -60	-12%	-$35.2K	0.06%	92
2025 Q2	$286K	Sell	505 -30	-6%	-$16.1K	0.08%	85
2025 Q1	$285K	Hold	535	–	–	0.11%	87
2024 Q4	$305K	Hold	535	–	–	0.1%	81
2024 Q3	$305K	Buy	+535	New	+$295K	0.1%	84
2023 Q1	–	Sell	-152	Closed	-$67.3K	–	398
2022 Q4	$67.3K	Buy	+152	New	+$67.2K	0.03%	158

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

McElhenny Sheffield Capital Management's MDY Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 34% in Q2 2026, selling an estimated $102K and leaving 292 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #106.

McElhenny Sheffield Capital Management first reported a position in MDY in Q4 2022 and has held it in 9 quarters since. The position peaked at $305K in Q3 2024. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

McElhenny Sheffield Capital Management held 292 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $205K as of Q2 2026.
McElhenny Sheffield Capital Management sold 153 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $102K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #106 holding.
McElhenny Sheffield Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 9 quarters since.
McElhenny Sheffield Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $305K in Q3 2024.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.