Sound Income Strategies’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sound Income Strategies’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	–	Sell	-50	Closed	-$31.1K	–	1613
2026 Q1	$31.1K	Hold	50	–	–	﹤0.01%	1006
2025 Q4	$32K	Buy	50 +32	+178%	+$19.1K	﹤0.01%	964
2025 Q3	$10.7K	Sell	18 -1,456	-99%	-$855K	﹤0.01%	993
2025 Q2	$835K	Buy	1,474 +1,470	+36,750%	+$789K	0.05%	159
2025 Q1	$2.13K	Hold	4	–	–	﹤0.01%	1217
2024 Q4	$2.28K	Sell	4 -5,054	-100%	-$2.96M	﹤0.01%	1145
2024 Q3	$2.88M	Buy	+5,058	New	+$2.79M	0.19%	103
2024 Q2	–	Sell	-17	Closed	-$9.46K	–	1451
2024 Q1	$9.46K	Buy	+17	New	+$8.81K	﹤0.01%	767
2023 Q3	–	Sell	-40	Closed	-$19.2K	–	1207
2023 Q2	$19.2K	Sell	40 -30	-43%	-$13.7K	﹤0.01%	438
2023 Q1	$32.1K	Hold	70	–	–	﹤0.01%	346
2022 Q4	$31K	Hold	70	–	–	﹤0.01%	321
2022 Q3	$28K	Hold	70	–	–	﹤0.01%	309
2022 Q2	$29K	Buy	+70	New	+$31.6K	﹤0.01%	296
2021 Q3	–	Sell	-22	Closed	-$11K	–	876
2021 Q2	$11K	Hold	22	–	–	﹤0.01%	458
2021 Q1	$10.5K	Sell	22 -6	-21%	-$2.74K	﹤0.01%	477
2020 Q4	$12K	Hold	28	–	–	﹤0.01%	421
2020 Q3	$9K	Hold	28	–	–	﹤0.01%	434
2020 Q2	$9K	Hold	28	–	–	﹤0.01%	408
2020 Q1	$7K	Buy	28 +3	+12%	+$1.02K	﹤0.01%	400
2019 Q4	$9K	Hold	25	–	–	﹤0.01%	354
2019 Q3	$9K	Hold	25	–	–	﹤0.01%	329
2019 Q2	$9K	Sell	25 -201	-89%	-$70.2K	﹤0.01%	349
2019 Q1	$78K	Buy	226 +203	+883%	+$68.3K	0.04%	99
2018 Q4	$7K	Sell	23 -327	-93%	-$109K	﹤0.01%	392
2018 Q3	$129K	Buy	350 +327	+1,422%	+$120K	0.06%	72
2018 Q2	$8K	Buy	23 +1	+5%	+$352	﹤0.01%	355
2018 Q1	$8K	Hold	22	–	–	0.01%	321
2017 Q4	$7K	Buy	+22	New	+$7.41K	﹤0.01%	282

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

CCA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sound Income Strategies's MDY Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 50 shares — an estimated $31.1K sold.

Sound Income Strategies first reported a position in MDY in Q4 2017 and held it in 28 quarters. The position peaked at $2.88M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $31.1K.
Sound Income Strategies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 28 quarters.
Sound Income Strategies's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.88M in Q3 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.