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

Sax Wealth 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	$662K	Buy	1,073 +147	+16%	+$98.4K	0.03%	283
2026 Q1	$559K	Hold	926	–	–	0.03%	273
2025 Q4	$559K	Sell	926 -174	-16%	-$104K	0.03%	280
2025 Q3	$656K	Buy	1,100 +443	+67%	+$260K	0.04%	235
2025 Q2	$372K	Buy	657 +22	+3%	+$11.8K	0.02%	302
2025 Q1	$339K	Hold	635	–	–	0.02%	272
2024 Q4	$362K	Hold	635	–	–	0.03%	238
2024 Q3	$362K	Buy	635 +114	+22%	+$62.8K	0.03%	200
2024 Q2	$279K	Buy	521 +140	+37%	+$75.3K	0.03%	217
2024 Q1	$212K	Buy	+381	New	+$197K	0.02%	178
2022 Q1	–	Sell	-3,081	Closed	-$1.59M	–	182
2021 Q4	$1.59M	Hold	3,081	–	–	0.33%	51
2021 Q3	$1.48M	Hold	3,081	–	–	0.35%	51
2021 Q2	$1.51M	Sell	3,081 -1,100	-26%	-$543K	0.52%	45
2021 Q1	$1.99M	Buy	4,181 +1,100	+36%	+$502K	0.73%	36
2020 Q4	$1.29M	Buy	+3,081	New	+$1.19M	0.59%	44

Other funds holding MDY

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Sax Wealth Advisors's MDY Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q2 2026, buying an estimated $98.4K and bringing the position to 1,073 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #283.

Sax Wealth Advisors first reported a position in MDY in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.99M in Q1 2021. 376 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sax Wealth Advisors held 1,073 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $662K as of Q2 2026.
Sax Wealth Advisors bought 147 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $98.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #283 holding.
Sax Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 15 quarters since.
Sax Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.99M in Q1 2021.
376 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.