Shulman DeMeo Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Shulman DeMeo Asset Management’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	$12.6M	Sell	17,873 -94	-0.5%	-$62.9K	2.35%	8
2026 Q1	$11.1M	Buy	+17,967	New	+$11.4M	2.35%	7
2021 Q2	–	Sell	-20,037	Closed	-$9.54M	–	111
2021 Q1	$9.54M	Buy	20,037 +41	+0.2%	+$18.7K	2.6%	6
2020 Q4	$8.4M	Sell	19,996 -70	-0.3%	-$27K	2.4%	7
2020 Q3	$6.8M	Buy	+20,066	New	+$6.85M	2.27%	6
2019 Q4	–	Sell	-21,717	Closed	-$7.66M	–	140
2019 Q3	$7.66M	Buy	+21,717	New	+$7.61M	2.57%	6

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Shulman DeMeo Asset Management's MDY Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.52% in Q2 2026, selling an estimated $62.9K and leaving 17,873 shares worth $12.6M. The position accounts for 2.35% of the portfolio, ranked #8.

Shulman DeMeo Asset Management first reported a position in MDY in Q3 2019 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Shulman DeMeo Asset Management held 17,873 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.6M as of Q2 2026.
Shulman DeMeo Asset Management sold 94 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $62.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.35% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #8 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and has held it in 6 quarters since.
465 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.