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

Nations 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	$355K	Sell	505 -38	-7%	-$25.4K	0.02%	618
2026 Q1	$335K	Buy	543 +49	+10%	+$31.1K	0.02%	628
2025 Q4	$299K	Hold	494	–	–	0.02%	631
2025 Q3	$295K	Buy	494 +4	+0.8%	+$2.35K	0.02%	603
2025 Q2	$278K	Buy	490 +26	+6%	+$14K	0.02%	580
2025 Q1	$248K	Buy	464 +5	+1%	+$2.84K	0.02%	568
2024 Q4	$261K	Buy	459 +86	+23%	+$50.4K	0.02%	582
2024 Q3	$213K	Buy	+373	New	+$205K	0.02%	636

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

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

Nations Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7% in Q2 2026, selling an estimated $25.4K and leaving 505 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #618.

Nations Financial Group first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Nations Financial Group held 505 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $355K as of Q2 2026.
Nations Financial Group sold 38 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $25.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #618 holding.
Nations Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.