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

RTD Financial 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 		$747K Hold
1,062
– – 0.08% 80
2026
Q1 		$655K Sell
1,062
-543
-34% -$344K 0.08% 79
2025
Q4 		$968K Hold
1,605
– – 0.12% 68
2025
Q3 		$957K Buy
1,605
+45
+3% +$26.4K 0.12% 65
2025
Q2 		$884K Hold
1,560
– – 0.11% 65
2025
Q1 		$832K Hold
1,560
– – 0.11% 67
2024
Q4 		$889K Hold
1,560
– – 0.11% 63
2024
Q3 		$889K Hold
1,560
– – 0.11% 68
2024
Q2 		$835K Hold
1,560
– – 0.11% 64
2024
Q1 		$868K Hold
1,560
– – 0.12% 63
2023
Q4 		$792K Sell
1,560
-10
-0.6% -$4.64K 0.11% 63
2023
Q3 		$717K Hold
1,570
– – 0.11% 62
2023
Q2 		$752K Hold
1,570
– – 0.11% 63
2023
Q1 		$720K Sell
1,570
-23
-1% -$10.7K 0.11% 63
2022
Q4 		$705K Hold
1,593
– – 0.12% 64
2022
Q3 		$640K Hold
1,593
– – 0.12% 64
2022
Q2 		$659K Hold
1,593
– – 0.1% 71
2022
Q1 		$781K Sell
1,593
-9
-0.6% -$4.38K 0.11% 67
2021
Q4 		$829K Buy
+1,602
New +$815K 0.11% 65

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

RTD Financial Advisors's MDY Position: Q2 2026 in Review

RTD Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,062 shares worth $747K. The position accounts for 0.08% of the portfolio, ranked #80.

RTD Financial Advisors first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $968K in Q4 2025. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • RTD Financial Advisors held 1,062 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $747K as of Q2 2026.
  • RTD Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of RTD Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • RTD Financial 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.
  • RTD Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $968K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.