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

Strategic Financial Concepts’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	$301K	Sell	427 -55	-11%	-$36.8K	0.09%	178
2026 Q1	$297K	Buy	+482	New	+$305K	0.07%	213
2025 Q4	–	Sell	-428	Closed	-$255K	–	224
2025 Q3	$255K	Sell	428 -237	-36%	-$139K	0.04%	223
2025 Q2	$377K	Sell	665 -139	-17%	-$74.6K	0.05%	173
2025 Q1	$429K	Buy	804 +2	+0.2%	+$1.14K	0.08%	196
2024 Q4	$457K	Buy	802 +379	+90%	+$222K	0.09%	186
2024 Q3	$241K	Buy	423 +272	+180%	+$150K	0.08%	211
2024 Q2	$80.7K	Sell	151 -420	-74%	-$226K	0.05%	201
2024 Q1	$318K	Buy	+571	New	+$296K	0.08%	218
2023 Q4	–	Sell	-568	Closed	-$260K	–	214
2023 Q3	$260K	Buy	568 +125	+28%	+$59.9K	0.09%	206
2023 Q2	$212K	Buy	+443	New	+$202K	0.08%	225

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Financial Concepts's MDY Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q2 2026, selling an estimated $36.8K and leaving 427 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #178.

Strategic Financial Concepts first reported a position in MDY in Q2 2023 and has held it in 11 quarters since. The position peaked at $457K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Strategic Financial Concepts held 427 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $301K as of Q2 2026.
Strategic Financial Concepts sold 55 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $36.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Strategic Financial Concepts's portfolio in Q2 2026, its #178 holding.
Strategic Financial Concepts first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $457K in Q4 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.