Orgel Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
2,050
+158
| +8% | +$106K | 0.03% | 57 |
|
|
2026
Q1 | $1.17M | Buy |
1,892
+278
| +17% | +$176K | 0.03% | 49 |
|
|
2025
Q4 | $974K | Sell |
1,614
-21
| -1% | -$12.6K | 0.02% | 53 |
|
|
2025
Q3 | $975K | Buy |
1,635
+1
| +0.1% | +$587 | 0.02% | 51 |
|
|
2025
Q2 | $926K | Hold |
1,634
| – | – | 0.02% | 52 |
|
|
2025
Q1 | $872K | Sell |
1,634
-3
| -0.2% | -$1.7K | 0.02% | 49 |
|
|
2024
Q4 | $932K | Buy |
1,637
+31
| +2% | +$18.2K | 0.02% | 47 |
|
|
2024
Q3 | $915K | Buy |
1,606
+338
| +27% | +$186K | 0.02% | 50 |
|
|
2024
Q2 | $678K | Buy |
1,268
+63
| +5% | +$33.9K | 0.02% | 51 |
|
|
2024
Q1 | $670K | Sell |
1,205
-46
| -4% | -$23.8K | 0.02% | 49 |
|
|
2023
Q4 | $635K | Buy |
1,251
+4
| +0.3% | +$1.86K | 0.02% | 49 |
|
|
2023
Q3 | $569K | Sell |
1,247
-144
| -10% | -$69K | 0.02% | 49 |
|
|
2023
Q2 | $666K | Sell |
1,391
-93
| -6% | -$42.3K | 0.02% | 48 |
|
|
2023
Q1 | $680K | Sell |
1,484
-1
| -0.1% | -$466 | 0.02% | 47 |
|
|
2022
Q4 | $658K | Sell |
1,485
-143
| -9% | -$63.2K | 0.03% | 48 |
|
|
2022
Q3 | $654K | Buy |
1,628
+13
| +0.8% | +$5.74K | 0.03% | 41 |
|
|
2022
Q2 | $668K | Hold |
1,615
| – | – | 0.04% | 36 |
|
|
2022
Q1 | $792K | Hold |
1,615
| – | – | 0.05% | 29 |
|
|
2021
Q4 | $836K | Sell |
1,615
-8
| -0.5% | -$4.07K | 0.08% | 28 |
|
|
2021
Q3 | $780K | Hold |
1,623
| – | – | 0.09% | 27 |
|
|
2021
Q2 | $797K | Hold |
1,623
| – | – | 0.1% | 27 |
|
|
2021
Q1 | $773K | Hold |
1,623
| – | – | 0.11% | 25 |
|
|
2020
Q4 | $682K | Hold |
1,623
| – | – | 0.14% | 23 |
|
|
2020
Q3 | $550K | Hold |
1,623
| – | – | 0.15% | 24 |
|
|
2020
Q2 | $527K | Hold |
1,623
| – | – | 0.2% | 24 |
|
|
2020
Q1 | $427K | Hold |
1,623
| – | – | 0.17% | 23 |
|
|
2019
Q4 | $609K | Hold |
1,623
| – | – | 0.17% | 26 |
|
|
2019
Q3 | $572K | Buy |
1,623
+50
| +3% | +$17.5K | 0.21% | 23 |
|
|
2019
Q2 | $558K | Sell |
1,573
-311
| -17% | -$109K | 0.22% | 20 |
|
|
2019
Q1 | $651K | Hold |
1,884
| – | – | 0.22% | 21 |
|
|
2018
Q4 | $570K | Hold |
1,884
| – | – | 0.17% | 23 |
|
|
2018
Q3 | $692K | Hold |
1,884
| – | – | 0.3% | 20 |
|
|
2018
Q2 | $669K | Sell |
1,884
-370
| -16% | -$130K | 0.17% | 20 |
|
|
2018
Q1 | $770K | Hold |
2,254
| – | – | 0.19% | 17 |
|
|
2017
Q4 | $779K | Buy |
2,254
+370
| +20% | +$125K | 0.19% | 16 |
|
|
2017
Q3 | $615K | Buy |
+1,884
| New | +$599K | 0.21% | 8 |
|
Other funds holding MDY
Orgel Wealth Management's MDY Position: Q2 2026 in Review
Orgel Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.4% in Q2 2026, buying an estimated $106K and bringing the position to 2,050 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #57.
Orgel Wealth Management first reported a position in MDY in Q3 2017 and has held it in 36 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Orgel Wealth Management held 2,050 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.44M as of Q2 2026.
- Orgel Wealth Management bought 158 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $106K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Orgel Wealth Management's portfolio in Q2 2026, its #57 holding.
- Orgel Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 36 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 Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.