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

Synergy Investment Management’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	$54.5K	Hold	77	–	–	0.01%	367
2026 Q1	$47.8K	Buy	+77	New	+$48.8K	0.02%	288
2025 Q2	–	Sell	-77	Closed	-$41.1K	–	378
2025 Q1	$41.1K	Hold	77	–	–	0.02%	251
2024 Q4	$43.9K	Buy	+77	New	+$45.1K	0.02%	253

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

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

Synergy Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 77 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #367.

Synergy Investment Management first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Synergy Investment Management held 77 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $54.5K as of Q2 2026.
Synergy Investment Management 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 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #367 holding.
Synergy Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 4 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.