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MDY icon

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

SFM LLC’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 		$1.22M Sell
1,728
-36
-2% -$24.1K 0.62% 33
2026
Q1 		$1.09M Sell
1,764
-1
-0.1% -$634 0.66% 32
2025
Q4 		$1.06M Sell
1,765
-2
-0.1% -$1.2K 0.62% 34
2025
Q3 		$1.05M Sell
1,767
-58
-3% -$34K 0.61% 34
2025
Q2 		$1.03M Hold
1,825
– – 0.66% 32
2025
Q1 		$974K Sell
1,825
-69
-4% -$39.2K 0.72% 34
2024
Q4 		$1.08M Sell
1,894
-1
-0.1% -$586 0.76% 32
2024
Q3 		$1.08M Sell
1,895
-2
-0.1% -$1.1K 0.81% 30
2024
Q2 		$1.02M Buy
1,897
+31
+2% +$16.7K 0.76% 29
2024
Q1 		$1.04M Hold
1,866
– – 0.79% 29
2023
Q4 		$947K Buy
+1,866
New +$866K 0.78% 31

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SFM LLC's MDY Position: Q2 2026 in Review

SFM LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2026, selling an estimated $24.1K and leaving 1,728 shares worth $1.22M. The position accounts for 0.62% of the portfolio, ranked #33.

SFM LLC first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • SFM LLC held 1,728 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.22M as of Q2 2026.
  • SFM LLC sold 36 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $24.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.62% of SFM LLC's portfolio in Q2 2026, its #33 holding.
  • SFM LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.