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

Merit Financial Group’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	$6.53M	Sell	9,278 -943	-9%	-$631K	0.04%	360
2026 Q1	$6.3M	Buy	10,221 +594	+6%	+$376K	0.05%	333
2025 Q4	$5.81M	Buy	9,627 +383	+4%	+$229K	0.05%	325
2025 Q3	$5.51M	Sell	9,244 -425	-4%	-$249K	0.05%	301
2025 Q2	$5.48M	Sell	9,669 -61	-0.6%	-$32.7K	0.06%	255
2025 Q1	$5.19M	Buy	9,730 +4,814	+98%	+$2.73M	0.08%	218
2024 Q4	$2.8M	Buy	4,916 +198	+4%	+$116K	0.05%	291
2024 Q3	$2.69M	Sell	4,718 -203	-4%	-$112K	0.06%	238
2024 Q2	$2.63M	Sell	4,921 -78	-2%	-$41.9K	0.06%	233
2024 Q1	$2.68M	Buy	4,999 +141	+3%	+$73K	0.06%	229
2023 Q4	$2.46M	Sell	4,858 -122	-2%	-$56.6K	0.08%	172
2023 Q3	$2.27M	Sell	4,980 -1,304	-21%	-$625K	0.07%	198
2023 Q2	$3.01M	Buy	6,284 +2,319	+58%	+$1.06M	0.1%	163
2023 Q1	$1.82M	Sell	3,965 -140	-3%	-$65.3K	0.07%	212
2022 Q4	$1.82M	Sell	4,105 -79	-2%	-$34.9K	0.07%	212
2022 Q3	$1.68M	Sell	4,184 -18	-0.4%	-$7.95K	0.07%	179
2022 Q2	$1.74M	Buy	4,202 +797	+23%	+$360K	0.05%	191
2022 Q1	$1.67M	Buy	3,405 +93	+3%	+$45.2K	0.1%	113
2021 Q4	$1.72M	Hold	3,312	–	–	0.17%	66
2021 Q3	$1.59M	Sell	3,312 -400	-11%	-$196K	0.17%	67
2021 Q2	$1.82M	Hold	3,712	–	–	0.17%	63
2021 Q1	$1.77M	Hold	3,712	–	–	0.18%	57
2020 Q4	$1.56M	Sell	3,712 -215	-5%	-$82.8K	0.15%	63
2020 Q3	$1.33M	Hold	3,927	–	–	0.12%	66
2020 Q2	$1.27M	Hold	3,927	–	–	0.13%	70
2020 Q1	$1.03M	Hold	3,927	–	–	0.12%	77
2019 Q4	$1.47M	Buy	+3,927	New	+$1.42M	0.13%	65
2019 Q3	–	Sell	-17,353	Closed	-$2.06M	–	145
2019 Q2	$2.06M	Sell	17,353 -15,804	-48%	-$5.52M	0.24%	18
2019 Q1	$2.63M	Sell	33,157 -10,031	-23%	-$3.37M	0.32%	14
2018 Q4	$2.69M	Sell	43,188 -11,620	-21%	-$3.87M	0.41%	12
2018 Q3	$3.05M	Buy	54,808 +1,780	+3%	+$652K	0.49%	9
2018 Q2	$2.92M	Sell	53,028 -1,778	-3%	-$625K	0.52%	8
2018 Q1	$3.04M	Sell	54,806 -1,494	-3%	-$520K	0.6%	7
2017 Q4	$2.77M	Buy	+56,300	New	+$19M	0.59%	7

Other funds holding MDY

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

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

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Merit Financial Group's MDY Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.2% in Q2 2026, selling an estimated $631K and leaving 9,278 shares worth $6.53M. The position accounts for 0.04% of the portfolio, ranked #360.

Merit Financial Group first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Merit Financial Group held 9,278 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.53M as of Q2 2026.
Merit Financial Group sold 943 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $631K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #360 holding.
Merit Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.