Patton Albertson Miller Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Patton Albertson Miller 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	$404K	Hold	575	–	–	0.04%	172
2026 Q1	$355K	Sell	575 -15	-3%	-$9.51K	0.04%	178
2025 Q4	$356K	Buy	590 +225	+62%	+$135K	0.04%	181
2025 Q3	$218K	Sell	365 -273	-43%	-$160K	0.03%	201
2025 Q2	$361K	Sell	638 -30	-4%	-$16.1K	0.05%	173
2025 Q1	$356K	Hold	668	–	–	0.05%	166
2024 Q4	$380K	Hold	668	–	–	0.05%	163
2024 Q3	$381K	Hold	668	–	–	0.05%	160
2024 Q2	$357K	Hold	668	–	–	0.05%	157
2024 Q1	$372K	Hold	668	–	–	0.06%	157
2023 Q4	$339K	Sell	668 -80	-11%	-$37.1K	0.06%	163
2023 Q3	$342K	Hold	748	–	–	0.07%	160
2023 Q2	$358K	Hold	748	–	–	0.07%	156
2023 Q1	$343K	Hold	748	–	–	0.06%	167
2022 Q4	$331K	Hold	748	–	–	0.06%	170
2022 Q3	$300K	Hold	748	–	–	0.06%	172
2022 Q2	$309K	Hold	748	–	–	0.06%	180
2022 Q1	$367K	Buy	748 +270	+56%	+$131K	0.06%	183
2021 Q4	$247K	Buy	+478	New	+$243K	0.04%	235
2018 Q4	–	Sell	-111	Closed	-$36K	–	211
2018 Q3	$36K	Buy	+111	New	+$40.7K	0.02%	192

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Patton Albertson Miller Group's MDY Position: Q2 2026 in Review

Patton Albertson Miller Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 575 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #172.

Patton Albertson Miller Group first reported a position in MDY in Q3 2018 and has held it in 20 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Patton Albertson Miller Group held 575 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $404K as of Q2 2026.
Patton Albertson Miller 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 0.04% of Patton Albertson Miller Group's portfolio in Q2 2026, its #172 holding.
Patton Albertson Miller Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and has held it in 20 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.