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 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	Sell	423 -237,240	-100%	-$131M	0.08%	211
2024 Q2	$80.7K	Buy	237,663 +237,092	+41,522%	+$127M	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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Concepts's MDY Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 482 shares worth $297K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in MDY as recently as Q3 2025.

Strategic Financial Concepts first reported a position in MDY in Q2 2023 and has held it in 10 quarters since. The position peaked at $457K in Q4 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Strategic Financial Concepts held 482 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $297K as of Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Strategic Financial Concepts position in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Strategic Financial Concepts's portfolio in Q1 2026, its #213 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 10 quarters since.
Strategic Financial Concepts's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $457K in Q4 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.