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

MRA Advisory 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	$229K	Hold	325	–	–	0.08%	126
2026 Q1	$200K	Buy	+325	New	+$206K	0.08%	127
2025 Q1	–	Sell	-494	Closed	-$281K	–	142
2024 Q4	$281K	Hold	494	–	–	0.15%	78
2024 Q3	$281K	Hold	494	–	–	0.15%	72
2024 Q2	$264K	Hold	494	–	–	0.15%	77
2024 Q1	$275K	Hold	494	–	–	0.16%	72
2023 Q4	$251K	Hold	494	–	–	0.17%	76
2023 Q3	$226K	Sell	494 -46	-9%	-$22K	0.16%	101
2023 Q2	$259K	Hold	540	–	–	0.18%	104
2023 Q1	$248K	Hold	540	–	–	0.18%	101
2022 Q4	$239K	Sell	540 -3	-0.6%	-$1.33K	0.19%	89
2022 Q3	$224K	Sell	543 -71	-12%	-$31.4K	0.19%	87
2022 Q2	$254K	Hold	614	–	–	0.22%	83
2022 Q1	$301K	Sell	614 -3	-0.5%	-$1.46K	0.23%	77
2021 Q4	$319K	Sell	617 -44	-7%	-$22.4K	0.25%	77
2021 Q3	$318K	Sell	661 -19	-3%	-$9.33K	0.27%	81
2021 Q2	$334K	Hold	680	–	–	0.29%	75
2021 Q1	$324K	Hold	680	–	–	0.31%	71
2020 Q4	$286K	Buy	+680	New	+$262K	0.28%	77

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

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

MRA Advisory Group's MDY Position: Q2 2026 in Review

MRA Advisory Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 325 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #126.

MRA Advisory Group first reported a position in MDY in Q4 2020 and has held it in 19 quarters since. The position peaked at $334K in Q2 2021. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

MRA Advisory Group held 325 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $229K as of Q2 2026.
MRA Advisory Group 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 0.08% of MRA Advisory Group's portfolio in Q2 2026, its #126 holding.
MRA Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 19 quarters since.
MRA Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $334K in Q2 2021.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.