Patriot Investment Management Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Patriot Investment Management 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	$1.83M	Hold	2,606	–	–	0.11%	78
2026 Q1	$1.61M	Hold	2,606	–	–	0.1%	86
2025 Q4	$1.57M	Buy	+2,606	New	+$1.56M	0.1%	88
2023 Q4	–	Sell	-2,743	Closed	-$1.25M	–	235
2023 Q3	$1.25M	Sell	2,743 -45	-2%	-$21.6K	0.11%	88
2023 Q2	$1.34M	Hold	2,788	–	–	0.11%	89
2023 Q1	$1.28M	Hold	2,788	–	–	0.11%	93
2022 Q4	$1.33M	Buy	+2,788	New	+$1.23M	0.12%	89
2020 Q3	–	Sell	-187	Closed	-$60.7K	–	465
2020 Q2	$60.7K	Buy	+187	New	+$56.7K	0.01%	309

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

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

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

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

Patriot Investment Management Group's MDY Position: Q2 2026 in Review

Patriot Investment Management Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,606 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #78.

Patriot Investment Management Group first reported a position in MDY in Q2 2020 and has held it in 8 quarters since. 630 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Patriot Investment Management Group held 2,606 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.83M as of Q2 2026.
Patriot Investment Management Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Patriot Investment Management Group's portfolio in Q2 2026, its #78 holding.
Patriot Investment Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and has held it in 8 quarters since.
630 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.