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

Midwest 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	$5.25M	Buy	7,459 +183	+3%	+$123K	1.84%	15
2026 Q1	$4.49M	Sell	7,276 -54	-0.7%	-$34.2K	1.91%	16
2025 Q4	$4.42M	Sell	7,330 -1,252	-15%	-$749K	1.95%	17
2025 Q3	$5.12M	Buy	8,582 +37	+0.4%	+$21.7K	2.44%	10
2025 Q2	$4.84M	Sell	8,545 -341	-4%	-$183K	2.54%	10
2025 Q1	$4.74M	Buy	8,886 +1,626	+22%	+$923K	2.75%	10
2024 Q4	$4.13M	Buy	7,260 +27	+0.4%	+$15.8K	2.37%	13
2024 Q3	$4.12M	Buy	7,233 +69	+1%	+$38K	2.42%	12
2024 Q2	$3.83M	Buy	7,164 +172	+2%	+$92.5K	2.44%	13
2024 Q1	$3.89M	Buy	6,992 +269	+4%	+$139K	2.61%	11
2023 Q4	$3.41M	Sell	6,723 -315	-4%	-$146K	2.55%	11
2023 Q3	$3.21M	Buy	7,038 +271	+4%	+$130K	2.72%	9
2023 Q2	$3.24M	Buy	6,767 +371	+6%	+$169K	2.75%	9
2023 Q1	$2.93M	Buy	+6,396	New	+$2.98M	2.7%	9

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Midwest Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q2 2026, buying an estimated $123K and bringing the position to 7,459 shares worth $5.25M. The position accounts for 1.84% of the portfolio, ranked #15.

Midwest Financial Group first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Midwest Financial Group held 7,459 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.25M as of Q2 2026.
Midwest Financial Group bought 183 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $123K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.84% of Midwest Financial Group's portfolio in Q2 2026, its #15 holding.
Midwest Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.