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

Opulen 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	$954K	Buy	1,357 +3	+0.2%	+$2.01K	0.6%	37
2026 Q1	$835K	Sell	1,354 -9	-0.7%	-$5.7K	0.59%	35
2025 Q4	$822K	Buy	1,363 +196	+17%	+$117K	0.6%	35
2025 Q3	$695K	Buy	1,167 +5	+0.4%	+$2.94K	0.53%	43
2025 Q2	$658K	Buy	1,162 +8	+0.7%	+$4.29K	0.54%	43
2025 Q1	$616K	Buy	1,154 +47	+4%	+$26.7K	0.56%	40
2024 Q4	$631K	Buy	+1,107	New	+$649K	0.57%	40

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Opulen Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.22% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,357 shares worth $954K. The position accounts for 0.6% of the portfolio, ranked #37.

Opulen Financial Group first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Opulen Financial Group held 1,357 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $954K as of Q2 2026.
Opulen Financial Group bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.6% of Opulen Financial Group's portfolio in Q2 2026, its #37 holding.
Opulen Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.