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 Q3	$2.15M	Buy	3,275 +1,422	+77%	+$979K	0.51%	41
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

RFG - Bristol Wealth Advisors's MDY Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 77% in Q3 2026, buying an estimated $979K and bringing the position to 3,275 shares worth $2.15M. The position accounts for 0.51% of the portfolio, ranked #41.

RFG - Bristol Wealth Advisors first reported a position in MDY in Q4 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

RFG - Bristol Wealth Advisors held 3,275 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.15M as of Q3 2026.
RFG - Bristol Wealth Advisors bought 1,422 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $979K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.51% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #41 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 4 quarters since.
118 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.