MHWM
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Montz Harcus Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Montz Harcus Wealth 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 		$11.2M Sell
15,925
-146
-0.9% -$97.8K 3.99% 8
2026
Q1 		$9.91M Buy
16,071
+34
+0.2% +$21.5K 4% 9
2025
Q4 		$9.67M Buy
16,037
+177
+1% +$106K 3.92% 9
2025
Q3 		$9.45M Buy
15,860
+108
+0.7% +$63.4K 4.13% 8
2025
Q2 		$8.92M Buy
15,752
+34
+0.2% +$18.2K 4.31% 7
2025
Q1 		$8.39M Buy
15,718
+1,143
+8% +$649K 4.58% 6
2024
Q4 		$8.3M Buy
14,575
+386
+3% +$226K 4.64% 7
2024
Q3 		$8.08M Buy
14,189
+107
+0.8% +$59K 4.72% 6
2024
Q2 		$7.54M Buy
14,082
+108
+0.8% +$58.1K 4.89% 5
2024
Q1 		$7.78M Sell
13,974
-92
-0.7% -$47.7K 5.26% 5
2023
Q4 		$7.14M Sell
14,066
-77
-0.5% -$35.8K 5.45% 5
2023
Q3 		$6.46M Buy
14,143
+669
+5% +$321K 5.52% 5
2023
Q2 		$6.45M Buy
13,474
+433
+3% +$197K 5.34% 6
2023
Q1 		$5.98M Sell
13,041
-81
-0.6% -$37.8K 5.52% 5
2022
Q4 		$5.81M Sell
13,122
-195
-1% -$86.2K 5.76% 5
2022
Q3 		$5.35M Buy
13,317
+88
+0.7% +$38.9K 5.89% 5
2022
Q2 		$5.47M Buy
13,229
+156
+1% +$70.4K 5.77% 5
2022
Q1 		$6.41M Buy
13,073
+308
+2% +$150K 5.75% 5
2021
Q4 		$6.61M Buy
+12,765
New +$6.49M 5.79% 5

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
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

Montz Harcus Wealth Management's MDY Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.91% in Q2 2026, selling an estimated $97.8K and leaving 15,925 shares worth $11.2M. The position accounts for 3.99% of the portfolio, ranked #8.

Montz Harcus Wealth Management first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Montz Harcus Wealth Management held 15,925 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.2M as of Q2 2026.
  • Montz Harcus Wealth Management sold 146 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $97.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.99% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Montz Harcus Wealth Management 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.
  • 524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.