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

TruNorth Capital 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	$1.9M	Buy	2,698 +1,433	+113%	+$960K	0.3%	30
2026 Q1	$780K	Hold	1,265	–	–	0.15%	49
2025 Q4	$763K	Hold	1,265	–	–	0.14%	48
2025 Q3	$754K	Sell	1,265 -128	-9%	-$75.1K	0.15%	47
2025 Q2	$789K	Hold	1,393	–	–	0.18%	45
2025 Q1	$743K	Buy	1,393 +1,353	+3,383%	+$768K	0.18%	45
2024 Q4	$22.8K	Sell	40 -10	-20%	-$5.86K	0.01%	218
2024 Q3	$28.5K	Hold	50	–	–	0.01%	196
2024 Q2	$26.8K	Hold	50	–	–	0.01%	183
2024 Q1	$27.8K	Buy	+50	New	+$25.9K	0.01%	134

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

TruNorth Capital Management's MDY Position: Q2 2026 in Review

TruNorth Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 113% in Q2 2026, buying an estimated $960K and bringing the position to 2,698 shares worth $1.9M. The position accounts for 0.3% of the portfolio, ranked #30.

TruNorth Capital Management first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

TruNorth Capital Management held 2,698 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.9M as of Q2 2026.
TruNorth Capital Management bought 1,433 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $960K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.3% of TruNorth Capital Management's portfolio in Q2 2026, its #30 holding.
TruNorth Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.