TKG Advisors
MDY icon

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

TKG 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
Q3 		$9.07M Buy
13,805
+176
+1% +$121K 3.1% 7
2026
Q2 		$9.6M Buy
13,629
+394
+3% +$264K 3.33% 6
2026
Q1 		$8.16M Sell
13,235
-74
-0.6% -$46.9K 3.37% 5
2025
Q4 		$8.03M Sell
13,309
-30
-0.2% -$17.9K 3.24% 7
2025
Q3 		$7.95M Buy
13,339
+309
+2% +$181K 3.41% 5
2025
Q2 		$7.38M Sell
13,030
-82
-0.6% -$44K 3.31% 7
2025
Q1 		$6.99M Buy
13,112
+608
+5% +$345K 3.45% 4
2024
Q4 		$7.47M Buy
12,504
+852
+7% +$499K 3.44% 4
2024
Q3 		$6.64M Buy
11,652
+337
+3% +$186K 3.28% 5
2024
Q2 		$6.05M Buy
11,315
+10
+0.1% +$5.38K 3.29% 5
2024
Q1 		$6.29M Buy
11,305
+758
+7% +$393K 3.51% 4
2023
Q4 		$5.35M Buy
10,547
+293
+3% +$136K 3.19% 6
2023
Q3 		$4.68M Buy
10,254
+145
+1% +$69.5K 3.12% 5
2023
Q2 		$4.84M Sell
10,109
-5,780
-36% -$2.63M 3.15% 5
2023
Q1 		$7.28M Buy
15,889
+455
+3% +$212K 4.54% 5
2022
Q4 		$6.83M Sell
15,434
-586
-4% -$259K 4.5% 5
2022
Q3 		$6.43M Buy
16,020
+2,377
+17% +$1.05M 5.1% 5
2022
Q2 		$5.64M Buy
13,643
+2,035
+18% +$919K 4.85% 4
2022
Q1 		$5.69M Buy
11,608
+618
+6% +$301K 4.56% 2
2021
Q4 		$5.69M Buy
+10,990
New +$5.59M 4.49% 3

Other funds holding MDY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TKG Advisors's MDY Position: Q3 2026 in Review

TKG Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q3 2026, buying an estimated $121K and bringing the position to 13,805 shares worth $9.07M. The position accounts for 3.1% of the portfolio, ranked #7.

TKG Advisors first reported a position in MDY in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.6M in Q2 2026. 1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • TKG Advisors held 13,805 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.07M as of Q3 2026.
  • TKG Advisors bought 176 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $121K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.1% of TKG Advisors's portfolio in Q3 2026, its #7 holding.
  • TKG Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • TKG Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.6M in Q2 2026.
  • 1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on TKG Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.