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

Northstar 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 		$724K Buy
+1,030
New +$690K 0.22% 70
2023
Q1 		– Sell
-3,387
Closed -$1.5M – 98
2022
Q4 		$1.5M Buy
+3,387
New +$1.5M 1.19% 16

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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Northstar Advisory Group opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 1,030 shares worth $724K. The stake represents 0.22% of the portfolio and ranks #70 among its holdings. This is a return to the name: Northstar Advisory Group previously reported a position in MDY as recently as Q4 2022.

Northstar Advisory Group first reported a position in MDY in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.5M in Q4 2022. 465 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Northstar Advisory Group held 1,030 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $724K as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Northstar Advisory Group position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Northstar Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Northstar Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 2 quarters since.
  • Northstar Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.5M in Q4 2022.
  • 465 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.