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Sowell Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sowell Financial Services’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 		$3.96M Sell
5,626
-48
-0.8% -$32.1K 0.13% 170
2026
Q1 		$3.5M Buy
5,674
+343
+6% +$217K 0.13% 170
2025
Q4 		$3.22M Buy
5,331
+431
+9% +$258K 0.12% 177
2025
Q3 		$2.92M Sell
4,900
-253
-5% -$148K 0.11% 192
2025
Q2 		$2.92M Buy
5,153
+107
+2% +$57.4K 0.12% 180
2025
Q1 		$2.69M Buy
+5,046
New +$2.86M 0.12% 169
2023
Q2 		– Sell
-1,063
Closed -$487K – 718
2023
Q1 		$487K Buy
+1,063
New +$496K 0.04% 437
2021
Q2 		– Sell
-1,672
Closed -$835K – 1831
2021
Q1 		$835K Buy
1,672
+130
+8% +$59.3K 0.03% 469
2020
Q4 		$648K Buy
1,542
+1,321
+598% +$509K 0.03% 448
2020
Q3 		$75K Buy
221
+138
+166% +$47.1K ﹤0.01% 1080
2020
Q2 		$27K Hold
83
– – ﹤0.01% 1366
2020
Q1 		$22K Sell
83
-9,925
-99% -$3.37M ﹤0.01% 1357
2019
Q4 		$3.76M Sell
10,008
-5,282
-35% -$1.91M 0.29% 71
2019
Q3 		$5.39M Buy
+15,290
New +$5.36M 0.45% 50
2019
Q1 		$3.4M Buy
9,840
+681
+7% +$229K 0.38% 58
2018
Q4 		$2.77M Buy
9,159
+6,079
+197% +$2.02M 0.39% 56
2018
Q3 		$1.13M Buy
3,080
+123
+4% +$45K 0.16% 109
2018
Q2 		$1.07M Sell
2,957
-263
-8% -$92.5K 0.23% 107
2018
Q1 		$1.1M Buy
3,220
+1,385
+75% +$482K 0.27% 88
2017
Q4 		$653K Buy
1,835
+641
+54% +$216K 0.16% 127
2017
Q3 		$397K Buy
1,194
+386
+48% +$123K 0.1% 162
2017
Q2 		$257K Sell
808
-4,215
-84% -$1.33M 0.07% 205
2017
Q1 		$1.58M Buy
5,023
+134
+3% +$41.6K 0.47% 59
2016
Q4 		$1.54M Buy
+4,889
New +$1.41M 0.52% 56

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's MDY Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.85% in Q2 2026, selling an estimated $32.1K and leaving 5,626 shares worth $3.96M. The position accounts for 0.13% of the portfolio, ranked #170.

Sowell Financial Services first reported a position in MDY in Q4 2016 and has held it in 24 quarters since. The position peaked at $5.39M in Q3 2019. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Sowell Financial Services held 5,626 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.96M as of Q2 2026.
  • Sowell Financial Services sold 48 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $32.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #170 holding.
  • Sowell Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.39M in Q3 2019.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.