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

Paladin 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	$3.33M	Sell	4,733 -1	-0%	-$670	2.21%	18
2026 Q1	$2.92M	Sell	4,734 -516	-10%	-$327K	2.22%	15
2025 Q4	$3.17M	Sell	5,250 -12	-0.2%	-$7.18K	2.31%	13
2025 Q3	$3.14M	Sell	5,262 -591	-10%	-$347K	2.45%	13
2025 Q2	$3.32M	Sell	5,853 -34	-0.6%	-$18.2K	2.53%	11
2025 Q1	$3.14M	Sell	5,887 -12	-0.2%	-$6.81K	2.51%	10
2024 Q4	$3.36M	Sell	5,899 -7	-0.1%	-$4.1K	2.57%	10
2024 Q3	$3.36M	Sell	5,906 -13	-0.2%	-$7.16K	2.48%	11
2024 Q2	$3.13M	Buy	5,919 +29	+0.5%	+$15.6K	2.44%	11
2024 Q1	$3.25M	Sell	5,890 -424	-7%	-$220K	2.57%	11
2023 Q4	$3.2M	Sell	6,314 -445	-7%	-$207K	2.64%	10
2023 Q3	$3.09M	Sell	6,759 -82	-1%	-$39.3K	2.6%	10
2023 Q2	$3.28M	Sell	6,841 -23	-0.3%	-$10.5K	2.63%	9
2023 Q1	$3.15M	Buy	+6,864	New	+$3.2M	2.62%	10
2022 Q2	–	Sell	-7,510	Closed	-$3.39M	–	423
2022 Q1	$3.71M	Buy	+7,510	New	+$3.65M	3.02%	8

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Paladin Advisory Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.02% in Q2 2026, selling an estimated $670 and leaving 4,733 shares worth $3.33M. The position accounts for 2.21% of the portfolio, ranked #18.

Paladin Advisory Group first reported a position in MDY in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.71M in Q1 2022. 727 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Paladin Advisory Group held 4,733 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.33M as of Q2 2026.
Paladin Advisory Group sold 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.21% of Paladin Advisory Group's portfolio in Q2 2026, its #18 holding.
Paladin Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.71M in Q1 2022.
727 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.