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

Summit Place Financial 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	$549K	Hold	780	–	–	0.24%	75
2026 Q1	$481K	Hold	780	–	–	0.23%	76
2025 Q4	$471K	Hold	780	–	–	0.23%	73
2025 Q3	$465K	Hold	780	–	–	0.22%	73
2025 Q2	$442K	Hold	780	–	–	0.22%	69
2025 Q1	$416K	Hold	780	–	–	0.23%	72
2024 Q4	$444K	Hold	780	–	–	0.25%	69
2024 Q3	$444K	Hold	780	–	–	0.25%	70
2024 Q2	$417K	Hold	780	–	–	0.25%	72
2024 Q1	$434K	Hold	780	–	–	0.25%	73
2023 Q4	$396K	Hold	780	–	–	0.26%	71
2023 Q3	$356K	Hold	780	–	–	0.25%	75
2023 Q2	$374K	Hold	780	–	–	0.24%	75
2023 Q1	$358K	Hold	780	–	–	0.25%	76
2022 Q4	$345K	Hold	780	–	–	0.28%	70
2022 Q3	$313K	Hold	780	–	–	0.29%	74
2022 Q2	$323K	Hold	780	–	–	0.27%	81
2022 Q1	$383K	Hold	780	–	–	0.26%	88
2021 Q4	$404K	Hold	780	–	–	0.28%	83
2021 Q3	$375K	Buy	780 +255	+49%	+$125K	0.27%	85
2021 Q2	$258K	Hold	525	–	–	0.19%	97
2021 Q1	$250K	Hold	525	–	–	0.2%	95
2020 Q4	$220K	Buy	+525	New	+$202K	0.19%	81

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

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

Summit Place Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 780 shares worth $549K. The position accounts for 0.24% of the portfolio, ranked #75.

Summit Place Financial Advisors first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. 746 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Summit Place Financial Advisors held 780 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $549K as of Q2 2026.
Summit Place Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.24% of Summit Place Financial Advisors's portfolio in Q2 2026, its #75 holding.
Summit Place Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
746 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.