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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TKG Advisors's MDY Position: Q1 2026 in Review

TKG Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.56% in Q1 2026, selling an estimated $46.9K and leaving 13,235 shares worth $8.16M. The position accounts for 3.37% of the portfolio, ranked #5.

TKG Advisors first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • TKG Advisors held 13,235 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.16M as of Q1 2026.
  • TKG Advisors sold 74 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $46.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.37% of TKG Advisors's portfolio in Q1 2026, its #5 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 18 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.