RFG - Bristol Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

RFG - Bristol Wealth Advisors’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	$1.3M	Buy	1,853 +56	+3%	+$37.5K	0.32%	64
2026 Q1	$1.11M	Buy	1,797 +743	+70%	+$471K	0.3%	65
2025 Q4	$636K	Buy	+1,054	New	+$631K	0.18%	93

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFG - Bristol Wealth Advisors's MDY Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.1% in Q2 2026, buying an estimated $37.5K and bringing the position to 1,853 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #64.

RFG - Bristol Wealth Advisors first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

RFG - Bristol Wealth Advisors held 1,853 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.3M as of Q2 2026.
RFG - Bristol Wealth Advisors bought 56 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $37.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #64 holding.
RFG - Bristol Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.