Rise Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.41M Buy
2,011
+718
+56% +$481K 0.4% 25
2026
Q1
$804K Buy
1,293
+44
+4% +$27.9K 0.28% 32
2025
Q4
$754K Buy
1,249
+214
+21% +$128K 0.27% 34
2025
Q3
$617K Buy
1,035
+189
+22% +$111K 0.22% 35
2025
Q2
$479K Buy
846
+62
+8% +$33.3K 0.19% 48
2025
Q1
$418K Buy
784
+103
+15% +$58.5K 0.18% 47
2024
Q4
$388K Buy
681
+42
+7% +$24.6K 0.19% 54
2024
Q3
$364K Buy
639
+11
+2% +$6.06K 0.17% 60
2024
Q2
$336K Sell
628
-6
-0.9% -$3.23K 0.18% 60
2024
Q1
$353K Buy
634
+30
+5% +$15.5K 0.19% 54
2023
Q4
$307K Buy
604
+71
+13% +$33K 0.21% 47
2023
Q3
$243K Buy
533
+70
+15% +$33.5K 0.19% 48
2023
Q2
$222K Buy
463
+23
+5% +$10.5K 0.17% 61
2023
Q1
$202K Sell
440
-6
-1% -$2.8K 0.15% 64
2022
Q4
$198K Buy
446
+12
+3% +$5.31K 0.16% 63
2022
Q3
$174K Sell
434
-10
-2% -$4.42K 0.14% 66
2022
Q2
$184K Sell
444
-17
-4% -$7.68K 0.19% 65
2022
Q1
$226K Buy
461
+35
+8% +$17K 0.2% 62
2021
Q4
$220K Buy
+426
New +$217K 0.21% 60

Other funds holding MDY

Rise Advisors's MDY Position: Q2 2026 in Review

Rise Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 56% in Q2 2026, buying an estimated $481K and bringing the position to 2,011 shares worth $1.41M. The position accounts for 0.4% of the portfolio, ranked #25.

Rise Advisors first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Rise Advisors held 2,011 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.41M as of Q2 2026.
  • Rise Advisors bought 718 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $481K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.4% of Rise Advisors's portfolio in Q2 2026, its #25 holding.
  • Rise Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.