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

Ruggaard & Associates’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	$431K	Sell	613 -37	-6%	-$24.8K	0.15%	81
2026 Q1	$401K	Hold	650	–	–	0.16%	82
2025 Q4	$392K	Hold	650	–	–	0.15%	83
2025 Q3	$387K	Hold	650	–	–	0.15%	82
2025 Q2	$368K	Hold	650	–	–	0.15%	83
2025 Q1	$347K	Hold	650	–	–	0.15%	83
2024 Q4	$370K	Hold	650	–	–	0.16%	79
2024 Q3	$370K	Hold	650	–	–	0.16%	84
2024 Q2	$348K	Hold	650	–	–	0.16%	84
2024 Q1	$362K	Hold	650	–	–	0.17%	79
2023 Q4	$330K	Hold	650	–	–	0.17%	80
2023 Q3	$297K	Hold	650	–	–	0.18%	82
2023 Q2	$311K	Hold	650	–	–	0.18%	79
2023 Q1	$298K	Buy	+650	New	+$303K	0.18%	78

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

Ruggaard & Associates's MDY Position: Q2 2026 in Review

Ruggaard & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.7% in Q2 2026, selling an estimated $24.8K and leaving 613 shares worth $431K. The position accounts for 0.15% of the portfolio, ranked #81.

Ruggaard & Associates first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 1,539 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Ruggaard & Associates held 613 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $431K as of Q2 2026.
Ruggaard & Associates sold 37 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $24.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Ruggaard & Associates's portfolio in Q2 2026, its #81 holding.
Ruggaard & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,539 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.