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

Optivise Advisory Services’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	$397K	Sell	564 -6	-1%	-$4.02K	0.2%	131
2026 Q1	$352K	Sell	570 -2	-0.3%	-$1.27K	0.21%	117
2025 Q4	$345K	Sell	572 -209	-27%	-$125K	0.2%	122
2025 Q3	$465K	Sell	781 -4	-0.5%	-$2.35K	0.28%	90
2025 Q2	$445K	Buy	785 +166	+27%	+$89.1K	0.23%	105
2025 Q1	$330K	Sell	619 -401	-39%	-$228K	0.19%	117
2024 Q4	$581K	Buy	1,020 +258	+34%	+$151K	0.31%	77
2024 Q3	$434K	Buy	762 +14	+2%	+$7.71K	0.23%	91
2024 Q2	$400K	Buy	+748	New	+$402K	0.22%	100

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Optivise Advisory Services's MDY Position: Q2 2026 in Review

Optivise Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, selling an estimated $4.02K and leaving 564 shares worth $397K. The position accounts for 0.2% of the portfolio, ranked #131.

Optivise Advisory Services first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $581K in Q4 2024. 559 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Optivise Advisory Services held 564 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $397K as of Q2 2026.
Optivise Advisory Services sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.02K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Optivise Advisory Services's portfolio in Q2 2026, its #131 holding.
Optivise Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $581K in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.