Taylor Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Taylor Financial Group’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	$1.32M	Hold	1,883	–	–	0.73%	34
2026 Q1	$1.16M	Hold	1,883	–	–	0.7%	37
2025 Q4	$1.14M	Sell	1,883 -32	-2%	-$19.1K	0.67%	36
2025 Q3	$1.14M	Sell	1,915 -14	-0.7%	-$8.22K	0.66%	36
2025 Q2	$1.09M	Sell	1,929 -95	-5%	-$51K	0.68%	35
2025 Q1	$1.08M	Sell	2,024 -75	-4%	-$42.6K	0.75%	31
2024 Q4	$1.2M	Hold	2,099	–	–	0.83%	31
2024 Q3	$1.2M	Hold	2,099	–	–	0.83%	29
2024 Q2	$1.12M	Hold	2,099	–	–	0.86%	29
2024 Q1	$1.17M	Hold	2,099	–	–	0.89%	30
2023 Q4	$1.06M	Buy	+2,099	New	+$975K	0.88%	32

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

Taylor Financial Group's MDY Position: Q2 2026 in Review

Taylor Financial Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,883 shares worth $1.32M. The position accounts for 0.73% of the portfolio, ranked #34.

Taylor Financial Group first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 737 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Taylor Financial Group held 1,883 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.32M as of Q2 2026.
Taylor Financial Group 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 0.73% of Taylor Financial Group's portfolio in Q2 2026, its #34 holding.
Taylor Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
737 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.