PSIWM
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Paradigm Strategies in Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Paradigm Strategies in Wealth Management’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 		$1.96M Sell
2,786
-59
-2% -$39.5K 1.19% 16
2026
Q1 		$1.75M Sell
2,845
-84
-3% -$53.2K 1.19% 15
2025
Q4 		$1.77M Buy
2,929
+2
+0.1% +$1.2K 1.16% 15
2025
Q3 		$1.74M Sell
2,927
-2
-0.1% -$1.17K 1.12% 16
2025
Q2 		$1.66M Sell
2,929
-57
-2% -$30.6K 1.09% 17
2025
Q1 		$1.59M Sell
2,986
-4
-0.1% -$2.27K 1.07% 18
2024
Q4 		$1.7M Sell
2,990
-78
-3% -$45.7K 1.12% 15
2024
Q3 		$1.75M Buy
3,068
+2
+0.1% +$1.1K 1.1% 19
2024
Q2 		$1.64M Buy
3,066
+1
+0% +$538 1.01% 18
2024
Q1 		$1.71M Buy
3,065
+3
+0.1% +$1.55K 1.05% 17
2023
Q4 		$1.55M Sell
3,062
-48
-2% -$22.3K 1.02% 17
2023
Q3 		$1.42M Sell
3,110
-101
-3% -$48.4K 0.91% 18
2023
Q2 		$1.54M Sell
3,211
-55
-2% -$25K 1.04% 17
2023
Q1 		$1.5M Sell
3,266
-51
-2% -$23.8K 1.18% 15
2022
Q4 		$1.47M Sell
3,317
-47
-1% -$20.8K 1.31% 14
2022
Q3 		$1.35M Buy
3,364
+2
+0.1% +$883 1.23% 14
2022
Q2 		$1.39M Buy
3,362
+1
+0% +$452 1.51% 13
2022
Q1 		$1.65M Buy
3,361
+2
+0.1% +$973 1.72% 13
2021
Q4 		$1.74M Sell
3,359
-17
-0.5% -$8.65K 1.76% 13
2021
Q3 		$1.62M Buy
3,376
+62
+2% +$30.5K 1.53% 15
2021
Q2 		$1.63M Sell
3,314
-9
-0.3% -$4.44K 1.46% 15
2021
Q1 		$1.58M Buy
+3,323
New +$1.52M 1.53% 15

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Paradigm Strategies in Wealth Management's MDY Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q2 2026, selling an estimated $39.5K and leaving 2,786 shares worth $1.96M. The position accounts for 1.19% of the portfolio, ranked #16.

Paradigm Strategies in Wealth Management first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. 599 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 2,786 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.96M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 59 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $39.5K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.19% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Paradigm Strategies in Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • 599 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.