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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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
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
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. 1,239 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.
  • 1,239 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.