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Prospera Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Prospera Financial Services’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 		$5.42M Sell
7,710
-182
-2% -$122K 0.08% 265
2026
Q1 		$4.87M Buy
7,892
+15
+0.2% +$9.51K 0.08% 264
2025
Q4 		$4.75M Buy
7,877
+215
+3% +$129K 0.08% 254
2025
Q3 		$4.57M Sell
7,662
-56
-0.7% -$32.9K 0.08% 268
2025
Q2 		$4.37M Buy
7,718
+73
+1% +$39.2K 0.08% 254
2025
Q1 		$4.08M Buy
7,645
+89
+1% +$50.5K 0.09% 232
2024
Q4 		$4.3M Buy
7,556
+964
+15% +$565K 0.1% 220
2024
Q3 		$3.76M Sell
6,592
-3
-0% -$1.65K 0.1% 233
2024
Q2 		$3.53M Buy
6,595
+25
+0.4% +$13.4K 0.1% 222
2024
Q1 		$3.66M Sell
6,570
-1,234
-16% -$639K 0.11% 209
2023
Q4 		$3.96M Sell
7,804
-1,658
-18% -$770K 0.13% 176
2023
Q3 		$4.32M Sell
9,462
-10,137
-52% -$4.86M 0.17% 135
2023
Q2 		$9.39M Sell
19,599
-6,595
-25% -$3M 0.36% 57
2023
Q1 		$12M Buy
26,194
+24,490
+1,437% +$11.4M 0.49% 33
2022
Q4 		$755K Sell
1,704
-646
-27% -$286K 0.04% 429
2022
Q3 		$945K Sell
2,350
-7,768
-77% -$3.43M 0.05% 381
2022
Q2 		$4.18M Sell
10,118
-5,336
-35% -$2.41M 0.21% 103
2022
Q1 		$7.58M Buy
15,454
+41
+0.3% +$19.9K 0.32% 53
2021
Q4 		$7.98M Buy
15,413
+5,560
+56% +$2.83M 0.34% 57
2021
Q3 		$4.74M Sell
9,853
-47
-0.5% -$23.1K 0.24% 99
2021
Q2 		$4.86M Buy
9,900
+101
+1% +$49.8K 0.24% 97
2021
Q1 		$4.67M Buy
9,799
+40
+0.4% +$18.2K 0.28% 77
2020
Q4 		$4.1M Buy
9,759
+9,328
+2,164% +$3.59M 0.28% 74
2020
Q3 		$146K Sell
431
-990
-70% -$338K 0.06% 309
2020
Q2 		$461K Sell
1,421
-1,162
-45% -$352K 0.04% 371
2020
Q1 		$679K Sell
2,583
-7,183
-74% -$2.44M 0.07% 257
2019
Q4 		$3.67M Buy
9,766
+427
+5% +$154K 0.28% 72
2019
Q3 		$3.29M Sell
9,339
-1,512
-14% -$530K 0.34% 55
2019
Q2 		$3.85M Sell
10,851
-189
-2% -$66K 0.43% 35
2019
Q1 		$3.86M Buy
11,040
+1,201
+12% +$404K 1.27% 10
2018
Q4 		$2.98M Buy
9,839
+241
+3% +$80.2K 0.6% 22
2018
Q3 		$3.49M Sell
9,598
-1,750
-15% -$641K 0.65% 17
2018
Q2 		$4.04M Sell
11,348
-44
-0.4% -$15.5K 0.55% 28
2018
Q1 		$3.89M Buy
11,392
+2,016
+22% +$702K 0.54% 26
2017
Q4 		$3.25M Sell
9,376
-1,349
-13% -$455K 0.5% 32
2017
Q3 		$3.51M Buy
10,725
+218
+2% +$69.3K 0.53% 24
2017
Q2 		$3.33M Buy
10,507
+86
+0.8% +$27.1K 0.53% 28
2017
Q1 		$3.25M Buy
10,421
+3,432
+49% +$1.07M 0.59% 30
2016
Q4 		$2.11M Buy
6,989
+4,111
+143% +$1.19M 0.41% 44
2016
Q3 		$813K Buy
2,878
+683
+31% +$192K 0.16% 116
2016
Q2 		$598K Sell
2,195
-374
-15% -$100K 0.12% 141
2016
Q1 		$675K Buy
2,569
+1,763
+219% +$429K 0.15% 114
2015
Q4 		$205K Buy
+806
New +$210K 0.05% 259
2014
Q1 		– Sell
-1,497
Closed -$366K – 280
2013
Q4 		$366K Buy
+1,497
New +$352K 0.12% 137

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Prospera Financial Services's MDY Position: Q2 2026 in Review

Prospera Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q2 2026, selling an estimated $122K and leaving 7,710 shares worth $5.42M. The position accounts for 0.08% of the portfolio, ranked #265.

Prospera Financial Services first reported a position in MDY in Q4 2013 and has held it in 44 quarters since. The position peaked at $12M in Q1 2023. 281 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Prospera Financial Services held 7,710 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.42M as of Q2 2026.
  • Prospera Financial Services sold 182 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $122K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #265 holding.
  • Prospera Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 44 quarters since.
  • Prospera Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12M in Q1 2023.
  • 281 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.