MLL
MDY icon

Moody Lynn & Lieberson’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Moody Lynn & Lieberson’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 		$1.9M Hold
2,705
– – 0.1% 86
2026
Q1 		$1.67M Hold
2,705
– – 0.09% 89
2025
Q4 		$1.63M Hold
2,705
– – 0.09% 92
2025
Q3 		$1.61M Buy
2,705
+5
+0.2% +$2.94K 0.09% 91
2025
Q2 		$1.53M Hold
2,700
– – 0.09% 98
2025
Q1 		$1.44M Buy
2,700
+19
+0.7% +$10.8K 0.09% 98
2024
Q4 		$1.53M Buy
2,681
+160
+6% +$93.8K 0.09% 92
2024
Q3 		$1.44M Hold
2,521
– – 0.09% 107
2024
Q2 		$1.35M Hold
2,521
– – 0.09% 104
2024
Q1 		$1.4M Hold
2,521
– – 0.09% 100
2023
Q4 		$1.28M Buy
2,521
+2
+0.1% +$929 0.1% 107
2023
Q3 		$1.15M Sell
2,519
-26
-1% -$12.5K 0.1% 99
2023
Q2 		$1.22M Buy
2,545
+16
+0.6% +$7.29K 0.1% 96
2023
Q1 		$1.16M Hold
2,529
– – 0.1% 103
2022
Q4 		$1.12M Hold
2,529
– – 0.1% 106
2022
Q3 		$1.02M Sell
2,529
-22
-0.9% -$9.72K 0.1% 104
2022
Q2 		$1.05M Sell
2,551
-1,180
-32% -$533K 0.1% 104
2022
Q1 		$1.83M Sell
3,731
-152
-4% -$74K 0.13% 89
2021
Q4 		$2.01M Buy
3,883
+123
+3% +$62.6K 0.13% 89
2021
Q3 		$1.81M Buy
3,760
+125
+3% +$61.4K 0.14% 91
2021
Q2 		$1.78M Sell
3,635
-36
-1% -$17.8K 0.13% 89
2021
Q1 		$1.75M Sell
3,671
-38
-1% -$17.3K 0.15% 87
2020
Q4 		$1.56M Sell
3,709
-304
-8% -$117K 0.13% 91
2020
Q3 		$1.36M Sell
4,013
-31
-0.8% -$10.6K 0.13% 90
2020
Q2 		$1.31M Sell
4,044
-24
-0.6% -$7.28K 0.14% 83
2020
Q1 		$1.07K Buy
4,068
+416
+11% +$141K 0.15% 76
2019
Q4 		$1.37M Sell
3,652
-90
-2% -$32.5K 0.13% 102
2019
Q3 		$1.32M Buy
3,742
+871
+30% +$305K 0.15% 86
2019
Q2 		$1.02M Buy
2,871
+981
+52% +$343K 0.11% 102
2019
Q1 		$653K Buy
1,890
+95
+5% +$32K 0.07% 120
2018
Q4 		$543K Sell
1,795
-200
-10% -$66.6K 0.07% 124
2018
Q3 		$733K Buy
1,995
+212
+12% +$77.6K 0.08% 125
2018
Q2 		$633K Buy
1,783
+4
+0.2% +$1.41K 0.07% 132
2018
Q1 		$608K Hold
1,779
– – 0.07% 130
2017
Q4 		$633K Sell
1,779
-159
-8% -$53.6K 0.07% 134
2017
Q3 		$632K Buy
1,938
+60
+3% +$19.1K 0.08% 136
2017
Q2 		$596K Buy
1,878
+4
+0.2% +$1.26K 0.08% 138
2017
Q1 		$585K Buy
1,874
+1
+0.1% +$310 0.08% 110
2016
Q4 		$565K Buy
1,873
+5
+0.3% +$1.45K 0.08% 109
2016
Q3 		$527K Sell
1,868
-57
-3% -$16.1K 0.09% 109
2016
Q2 		$524K Buy
1,925
+10
+0.5% +$2.67K 0.09% 97
2016
Q1 		$503K Sell
1,915
-6,498
-77% -$1.58M 0.08% 107
2015
Q4 		$2.14M Buy
8,413
+760
+10% +$198K 0.34% 74
2015
Q3 		$1.91M Buy
+7,653
New +$2.03M 0.37% 63

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

Moody Lynn & Lieberson's MDY Position: Q2 2026 in Review

Moody Lynn & Lieberson held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,705 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #86.

Moody Lynn & Lieberson first reported a position in MDY in Q3 2015 and has held it in 44 quarters since. The position peaked at $2.14M in Q4 2015. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Moody Lynn & Lieberson held 2,705 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.9M as of Q2 2026.
  • Moody Lynn & Lieberson 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 0.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #86 holding.
  • Moody Lynn & Lieberson first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2015 and has held it in 44 quarters since.
  • Moody Lynn & Lieberson's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.14M in Q4 2015.
  • 524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.