Summit Financial Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Summit Financial Wealth Advisors’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	$278K	Buy	395 +1	+0.3%	+$670	0.04%	182
2026 Q1	$243K	Buy	394 +1	+0.3%	+$634	0.03%	171
2025 Q4	$237K	Buy	393 +1	+0.3%	+$598	0.03%	173
2025 Q3	$234K	Buy	392 +1	+0.3%	+$587	0.04%	163
2025 Q2	$221K	Buy	391 +1	+0.3%	+$537	0.04%	159
2025 Q1	$208K	Hold	390	–	–	0.04%	142
2024 Q4	$228K	Buy	390 +3	+0.8%	+$1.76K	0.04%	138
2024 Q3	$221K	Buy	387 +1	+0.3%	+$551	0.04%	141
2024 Q2	$206K	Buy	386 +1	+0.3%	+$538	0.04%	137
2024 Q1	$214K	Buy	+385	New	+$199K	0.04%	128
2023 Q1	–	Sell	-1,853	Closed	-$820K	–	132
2022 Q4	$820K	Buy	1,853 +2	+0.1%	+$884	0.2%	61
2022 Q3	$807K	Buy	1,851 +1	+0.1%	+$442	0.23%	52
2022 Q2	$814K	Buy	+1,850	New	+$835K	0.19%	57
2022 Q1	–	Sell	-1,848	Closed	-$964K	–	144
2021 Q4	$964K	Buy	+1,848	New	+$940K	0.19%	55
2021 Q2	–	Sell	-1,844	Closed	-$774K	–	131
2021 Q1	$774K	Buy	+1,844	New	+$841K	0.2%	54
2020 Q4	–	Sell	-1,994	Closed	-$704K	–	109
2020 Q3	$704K	Buy	1,994 +2	+0.1%	+$683	0.19%	55
2020 Q2	$644K	Buy	+1,992	New	+$604K	0.17%	63
2019 Q4	–	Sell	-964	Closed	-$336K	–	147
2019 Q3	$336K	Buy	964 +2	+0.2%	+$701	0.08%	113
2019 Q2	$341K	Hold	962	–	–	0.08%	118
2019 Q1	$337K	Buy	+962	New	+$324K	0.09%	102
2018 Q4	–	Sell	-600	Closed	-$205K	–	142
2018 Q3	$205K	Buy	+600	New	+$220K	0.06%	136
2017 Q3	–	Sell	-1,959	Closed	-$622K	–	148
2017 Q2	$622K	Sell	1,959 -3	-0.2%	-$944	0.25%	82
2017 Q1	$613K	Hold	1,962	–	–	0.27%	82
2016 Q4	$592K	Hold	1,962	–	–	0.26%	86
2016 Q3	$554K	Hold	1,962	–	–	0.24%	87
2016 Q2	$534K	Hold	1,962	–	–	0.22%	85
2016 Q1	$515K	Sell	1,962 -75	-4%	-$18.3K	0.23%	81
2015 Q4	$517K	Buy	+2,037	New	+$530K	0.24%	81

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Summit Financial Wealth Advisors's MDY Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.25% in Q2 2026, buying an estimated $670 and bringing the position to 395 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #182.

Summit Financial Wealth Advisors first reported a position in MDY in Q4 2015 and has held it in 28 quarters since. The position peaked at $964K in Q4 2021. 373 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Summit Financial Wealth Advisors held 395 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $278K as of Q2 2026.
Summit Financial Wealth Advisors bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #182 holding.
Summit Financial Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 28 quarters since.
Summit Financial Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $964K in Q4 2021.
373 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.