RWB
MDY icon

RMR Wealth Builders’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

RMR Wealth Builders’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 		$9.42M Sell
13,395
-571
-4% -$382K 0.59% 27
2026
Q1 		$8.61M Sell
13,966
-429
-3% -$272K 0.68% 24
2025
Q4 		$8.68M Sell
14,395
-510
-3% -$305K 0.69% 25
2025
Q3 		$8.88M Buy
14,905
+219
+1% +$129K 0.74% 24
2025
Q2 		$8.32M Buy
14,686
+323
+2% +$173K 0.76% 24
2025
Q1 		$7.66M Buy
14,363
+113
+0.8% +$64.1K 0.81% 23
2024
Q4 		$8.12M Buy
14,250
+224
+2% +$131K 0.84% 22
2024
Q3 		$7.99M Sell
14,026
-163
-1% -$89.8K 0.85% 23
2024
Q2 		$7.59M Buy
14,189
+132
+0.9% +$71K 0.87% 22
2024
Q1 		$7.82M Buy
14,057
+78
+0.6% +$40.4K 0.95% 22
2023
Q4 		$7.09M Buy
13,979
+1,099
+9% +$510K 1% 23
2023
Q3 		$5.88M Buy
12,880
+488
+4% +$234K 0.94% 23
2023
Q2 		$5.93M Buy
12,392
+207
+2% +$94.2K 1.01% 23
2023
Q1 		$5.59M Sell
12,185
-77
-0.6% -$35.9K 1.06% 19
2022
Q4 		$5.43M Buy
12,262
+579
+5% +$256K 1.23% 18
2022
Q3 		$4.69M Buy
11,683
+918
+9% +$405K 1.15% 20
2022
Q2 		$4.45M Buy
10,765
+845
+9% +$382K 1.11% 21
2022
Q1 		$4.87M Sell
9,920
-148
-1% -$72K 1.04% 23
2021
Q4 		$5.21M Buy
10,068
+885
+10% +$450K 1.5% 18
2021
Q3 		$4.42M Buy
9,183
+1,838
+25% +$903K 1.3% 12
2021
Q2 		$3.62M Sell
7,345
-2,730
-27% -$1.35M 1.19% 13
2021
Q1 		$4.8M Buy
10,075
+6,128
+155% +$2.79M 1.25% 11
2020
Q4 		$1.66M Sell
3,947
-7,060
-64% -$2.72M 0.81% 23
2020
Q3 		$3.73M Buy
11,007
+9,420
+594% +$3.22M 0.97% 18
2020
Q2 		$515K Buy
+1,587
New +$481K 0.46% 50
2019
Q4 		$765K Buy
+2,037
New +$736K 0.74% 32

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
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

RMR Wealth Builders's MDY Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2026, selling an estimated $382K and leaving 13,395 shares worth $9.42M. The position accounts for 0.59% of the portfolio, ranked #27.

RMR Wealth Builders first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. 525 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • RMR Wealth Builders held 13,395 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.42M as of Q2 2026.
  • RMR Wealth Builders sold 571 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $382K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.59% of RMR Wealth Builders's portfolio in Q2 2026, its #27 holding.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • 525 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.