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

Titleist Asset 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	$631K	Hold	897	–	–	0.04%	246
2026 Q1	$553K	Sell	897 -80	-8%	-$50.7K	0.04%	243
2025 Q4	$589K	Sell	977 -1	-0.1%	-$598	0.05%	207
2025 Q3	$583K	Buy	978 +35	+4%	+$20.5K	0.05%	189
2025 Q2	$534K	Hold	943	–	–	0.05%	197
2025 Q1	$503K	Buy	943 +127	+16%	+$72.1K	0.06%	190
2024 Q4	$465K	Buy	816 +19	+2%	+$11.1K	0.05%	202
2024 Q3	$454K	Buy	797 +13	+2%	+$7.16K	0.07%	177
2024 Q2	$420K	Hold	784	–	–	0.06%	184
2024 Q1	$436K	Hold	784	–	–	0.08%	171
2023 Q4	$398K	Sell	784 -26	-3%	-$12.1K	0.07%	160
2023 Q3	$370K	Hold	810	–	–	0.08%	157
2023 Q2	$388K	Sell	810 -17	-2%	-$7.74K	0.08%	156
2023 Q1	$379K	Buy	+827	New	+$385K	0.08%	153

Other funds holding MDY

CCA

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Titleist Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 897 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #246.

Titleist Asset Management first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Titleist Asset Management held 897 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $631K as of Q2 2026.
Titleist Asset 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 0.04% of Titleist Asset Management's portfolio in Q2 2026, its #246 holding.
Titleist Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.