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

Sandy Cove 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	$254K	Buy	+361	New	+$242K	0.06%	136
2022 Q2	–	Sell	-589	Closed	-$289K	–	263
2022 Q1	$289K	Buy	589 +342	+138%	+$166K	0.24%	56
2021 Q4	$128K	Buy	+247	New	+$126K	0.11%	101

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Sandy Cove Advisors's MDY Position: Q2 2026 in Review

Sandy Cove Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 361 shares worth $254K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: Sandy Cove Advisors previously reported a position in MDY as recently as Q1 2022.

Sandy Cove Advisors first reported a position in MDY in Q4 2021 and has held it in 3 quarters since. The position peaked at $289K in Q1 2022. 390 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sandy Cove Advisors held 361 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $254K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Sandy Cove Advisors position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Sandy Cove Advisors's portfolio in Q2 2026, its #136 holding.
Sandy Cove Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 3 quarters since.
Sandy Cove Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $289K in Q1 2022.
390 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.