OFG
MDY icon

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

Omega 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 		$814K Sell
1,158
-21
-2% -$14.1K 0.25% 52
2026
Q1 		$727K Sell
1,179
-182
-13% -$115K 0.24% 57
2025
Q4 		$821K Sell
1,361
-52
-4% -$31.1K 0.27% 57
2025
Q3 		$842K Sell
1,413
-135
-9% -$79.2K 0.28% 54
2025
Q2 		$877K Buy
1,548
+94
+6% +$50.5K 0.31% 50
2025
Q1 		$776K Buy
1,454
+4
+0.3% +$2.27K 0.3% 49
2024
Q4 		$826K Sell
1,450
-6
-0.4% -$3.52K 0.31% 50
2024
Q3 		$829K Sell
1,456
-65
-4% -$35.8K 0.31% 51
2024
Q2 		$814K Sell
1,521
-10
-0.7% -$5.38K 0.33% 53
2024
Q1 		$852K Sell
1,531
-102
-6% -$52.8K 0.35% 53
2023
Q4 		$829K Sell
1,633
-39
-2% -$18.1K 0.35% 53
2023
Q3 		$764K Sell
1,672
-288
-15% -$138K 0.37% 52
2023
Q2 		$939K Buy
1,960
+48
+3% +$21.9K 0.43% 51
2023
Q1 		$876K Buy
1,912
+2
+0.1% +$932 0.4% 49
2022
Q4 		$846K Buy
1,910
+1,219
+176% +$539K 0.44% 48
2022
Q3 		$278K Sell
691
-714
-51% -$315K 0.14% 71
2022
Q2 		$581K Buy
+1,405
New +$634K 0.28% 55

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

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

Omega Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.8% in Q2 2026, selling an estimated $14.1K and leaving 1,158 shares worth $814K. The position accounts for 0.25% of the portfolio, ranked #52.

Omega Financial Group first reported a position in MDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $939K in Q2 2023. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Omega Financial Group held 1,158 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $814K as of Q2 2026.
  • Omega Financial Group sold 21 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $14.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Omega Financial Group's portfolio in Q2 2026, its #52 holding.
  • Omega Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 17 quarters since.
  • Omega Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $939K in Q2 2023.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.