MW
MDY icon

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

Members Wealth’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 		$395K Hold
562
– – 0.22% 77
2026
Q1 		$373K Hold
562
– – 0.22% 75
2025
Q4 		$357K Sell
562
-16
-3% -$9.57K 0.22% 74
2025
Q3 		$345K Buy
+578
New +$339K 0.22% 70
2025
Q1 		$302K Hold
566
– – 0.23% 80
2024
Q4 		$328K Buy
+566
New +$332K 0.24% 77
2024
Q2 		$337K Buy
+583
New +$313K 0.23% 73

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

Members Wealth's MDY Position: Q2 2026 in Review

Members Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 562 shares worth $395K. The position accounts for 0.22% of the portfolio, ranked #77.

Members Wealth first reported a position in MDY in Q2 2024 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Members Wealth held 562 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $395K as of Q2 2026.
  • Members Wealth 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 0.22% of Members Wealth's portfolio in Q2 2026, its #77 holding.
  • Members Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 7 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.