Sequoia Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1M | Sell |
1,427
-889
| -38% | -$595K | 0.01% | 944 |
|
|
2026
Q1 | $1.43M | Buy |
2,316
+869
| +60% | +$551K | 0.01% | 743 |
|
|
2025
Q4 | $873K | Sell |
1,447
-34
| -2% | -$20.3K | ﹤0.01% | 960 |
|
|
2025
Q3 | $883K | Buy |
1,481
+109
| +8% | +$64K | 0.01% | 840 |
|
|
2025
Q2 | $777K | Buy |
1,372
+54
| +4% | +$29K | 0.01% | 798 |
|
|
2025
Q1 | $703K | Sell |
1,318
-58
| -4% | -$32.9K | 0.01% | 737 |
|
|
2024
Q4 | $784K | Buy |
1,376
+53
| +4% | +$31.1K | 0.01% | 658 |
|
|
2024
Q3 | $754K | Buy |
1,323
+4
| +0.3% | +$2.2K | 0.01% | 625 |
|
|
2024
Q2 | $706K | Sell |
1,319
-20
| -1% | -$10.8K | 0.01% | 580 |
|
|
2024
Q1 | $745K | Sell |
1,339
-874
| -39% | -$453K | 0.01% | 566 |
|
|
2023
Q4 | $1.12M | Buy |
2,213
+887
| +67% | +$412K | 0.01% | 491 |
|
|
2023
Q3 | $606K | Sell |
1,326
-62
| -4% | -$29.7K | 0.01% | 456 |
|
|
2023
Q2 | $665K | Buy |
1,388
+28
| +2% | +$12.7K | 0.01% | 441 |
|
|
2023
Q1 | $623K | Sell |
1,360
-27
| -2% | -$12.6K | 0.01% | 413 |
|
|
2022
Q4 | $614K | Buy |
1,387
+68
| +5% | +$30.1K | 0.02% | 384 |
|
|
2022
Q3 | $530K | Hold |
1,319
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $545K | Hold |
1,319
| – | – | 0.02% | 308 |
|
|
2022
Q1 | $647K | Sell |
1,319
-169
| -11% | -$82.2K | 0.02% | 310 |
|
|
2021
Q4 | $770K | Buy |
+1,488
| New | +$757K | 0.02% | 260 |
|
|
2021
Q3 | – | Sell |
-1,157
| Closed | -$568K | – | 372 |
|
|
2021
Q2 | $568K | Sell |
1,157
-50
| -4% | -$24.7K | 0.02% | 256 |
|
|
2021
Q1 | $574K | Hold |
1,207
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $507K | Hold |
1,207
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $409K | Buy |
1,207
+10
| +0.8% | +$3.41K | 0.02% | 252 |
|
|
2020
Q2 | $388K | Hold |
1,197
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $315K | Sell |
1,197
-300
| -20% | -$102K | 0.02% | 262 |
|
|
2019
Q4 | $562K | Sell |
1,497
-79
| -5% | -$28.6K | 0.04% | 206 |
|
|
2019
Q3 | $556K | Hold |
1,576
| – | – | 0.04% | 187 |
|
|
2019
Q2 | $559K | Sell |
1,576
-650
| -29% | -$227K | 0.04% | 176 |
|
|
2019
Q1 | $769K | Sell |
2,226
-9
| -0.4% | -$3.03K | 0.06% | 140 |
|
|
2018
Q4 | $676K | Buy |
2,235
+339
| +18% | +$113K | 0.08% | 124 |
|
|
2018
Q3 | $697K | Sell |
1,896
-14
| -0.7% | -$5.13K | 0.07% | 134 |
|
|
2018
Q2 | $678K | Sell |
1,910
-225
| -11% | -$79.1K | 0.07% | 134 |
|
|
2018
Q1 | $730K | Sell |
2,135
-15
| -0.7% | -$5.22K | 0.08% | 127 |
|
|
2017
Q4 | $743K | Buy |
+2,150
| New | +$724K | 0.08% | 130 |
|
|
2016
Q3 | – | Sell |
-1,536
| Closed | -$418K | – | 270 |
|
|
2016
Q2 | $418K | Buy |
+1,536
| New | +$411K | 0.12% | 129 |
|
Other funds holding MDY
Sequoia Financial Advisors's MDY Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 38% in Q2 2026, selling an estimated $595K and leaving 1,427 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #944.
Sequoia Financial Advisors first reported a position in MDY in Q2 2016 and has held it in 35 quarters since. The position peaked at $1.43M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Sequoia Financial Advisors held 1,427 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1M as of Q2 2026.
- Sequoia Financial Advisors sold 889 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $595K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #944 holding.
- Sequoia Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2016 and has held it in 35 quarters since.
- Sequoia Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.43M in Q1 2026.
- 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.