MF
MDY icon

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

Meridian Financial’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 		$1.84M Sell
2,622
-25
-0.9% -$16.7K 0.89% 31
2026
Q1 		$1.63M Sell
2,647
-476
-15% -$302K 0.89% 30
2025
Q4 		$1.88M Sell
3,123
-63
-2% -$37.7K 1.03% 26
2025
Q3 		$1.9M Sell
3,186
-57
-2% -$33.5K 1.07% 23
2025
Q2 		$1.84M Sell
3,243
-100
-3% -$53.7K 1.19% 22
2025
Q1 		$1.78M Sell
3,343
-105
-3% -$59.6K 1.25% 20
2024
Q4 		$1.96M Sell
3,448
-164
-5% -$96.1K 1.36% 20
2024
Q3 		$2.06M Buy
3,612
+25
+0.7% +$13.8K 1.37% 19
2024
Q2 		$1.92M Sell
3,587
-50
-1% -$26.9K 1.39% 20
2024
Q1 		$2.02M Buy
3,637
+1
+0% +$518 1.51% 18
2023
Q4 		$1.85M Buy
3,636
+224
+7% +$104K 1.45% 18
2023
Q3 		$1.56M Sell
3,412
-44
-1% -$21.1K 1.45% 21
2023
Q2 		$1.66M Buy
3,456
+3
+0.1% +$1.37K 1.49% 20
2023
Q1 		$1.58M Sell
3,453
-50
-1% -$23.3K 1.54% 18
2022
Q4 		$1.55M Hold
3,503
– – 1.63% 15
2022
Q3 		$1.41M Sell
3,503
-15
-0.4% -$6.63K 1.64% 15
2022
Q2 		$1.45M Sell
3,518
-30
-0.8% -$13.5K 1.64% 15
2022
Q1 		$1.74M Sell
3,548
-155
-4% -$75.4K 1.81% 12
2021
Q4 		$1.92M Buy
+3,703
New +$1.88M 1.79% 12

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

Meridian Financial's MDY Position: Q2 2026 in Review

Meridian Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.94% in Q2 2026, selling an estimated $16.7K and leaving 2,622 shares worth $1.84M. The position accounts for 0.89% of the portfolio, ranked #31.

Meridian Financial first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q3 2024. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Meridian Financial held 2,622 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.84M as of Q2 2026.
  • Meridian Financial sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.89% of Meridian Financial's portfolio in Q2 2026, its #31 holding.
  • Meridian Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.06M 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 Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.