Synergy Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.91M Buy
+8,398
New +$5.62M 0.56% 34
2025
Q1
Sell
-1,102
Closed -$628K 534
2024
Q4
$628K Hold
1,102
0.05% 139
2024
Q3
$628K Buy
+1,102
New +$607K 0.1% 94

Other funds holding MDY

Synergy Asset Management's MDY Position: Q2 2026 in Review

Synergy Asset Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 8,398 shares worth $5.91M. The stake represents 0.56% of the portfolio and ranks #34 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in MDY as recently as Q4 2024.

Synergy Asset Management first reported a position in MDY in Q3 2024 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Synergy Asset Management held 8,398 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.91M as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Synergy Asset Management position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.56% of Synergy Asset Management's portfolio in Q2 2026, its #34 holding.
  • Synergy Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 3 quarters since.
  • 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.