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

Toth Financial Advisory’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 		$1.05M Sell
1,604
-2,579
-62% -$1.77M 0.11% 135
2026
Q2 		$2.94M Buy
4,183
+3,317
+383% +$2.22M 0.29% 90
2026
Q1 		$534K Buy
866
+55
+7% +$34.9K 0.06% 159
2025
Q4 		$489K Sell
811
-2
-0.2% -$1.2K 0.05% 169
2025
Q3 		$485K Buy
813
+83
+11% +$48.7K 0.05% 168
2025
Q2 		$414K Buy
730
+104
+17% +$55.8K 0.05% 175
2025
Q1 		$334K Buy
626
+65
+12% +$36.9K 0.04% 183
2024
Q4 		$320K Buy
561
+342
+156% +$200K 0.04% 187
2024
Q3 		$125K Buy
219
+145
+196% +$79.9K 0.01% 221
2024
Q2 		$39.6K Hold
74
– – 0.01% 315
2024
Q1 		$41.2K Buy
74
+30
+68% +$15.5K 0.01% 312
2023
Q4 		$22.3K Buy
+44
New +$20.4K ﹤0.01% 377

Other funds holding MDY

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Toth Financial Advisory's MDY Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 62% in Q3 2026, selling an estimated $1.77M and leaving 1,604 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #135.

Toth Financial Advisory first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.94M in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Toth Financial Advisory held 1,604 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.05M as of Q3 2026.
  • Toth Financial Advisory sold 2,579 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $1.77M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Toth Financial Advisory's portfolio in Q3 2026, its #135 holding.
  • Toth Financial Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • Toth Financial Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.94M in Q2 2026.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.