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

Trust Point Inc’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 		$2.52M Sell
3,583
-1
-0% -$670 0.21% 59
2026
Q1 		$2.21M Hold
3,584
– – 0.19% 60
2025
Q4 		$2.16M Hold
3,584
– – 0.17% 57
2025
Q3 		$2.14M Sell
3,584
-9
-0.3% -$5.28K 0.17% 59
2025
Q2 		$2.04M Sell
3,593
-111
-3% -$59.6K 0.19% 58
2025
Q1 		$1.98M Sell
3,704
-5
-0.1% -$2.84K 0.18% 59
2024
Q4 		$2.11M Buy
3,709
+3,136
+547% +$1.84M 0.15% 71
2024
Q3 		$326K Sell
573
-3
-0.5% -$1.65K 0.02% 373
2024
Q2 		$308K Sell
576
-12
-2% -$6.45K 0.02% 373
2024
Q1 		$327K Hold
588
– – 0.03% 391
2023
Q4 		$298K Buy
+588
New +$273K 0.02% 395

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Trust Point Inc's MDY Position: Q2 2026 in Review

Trust Point Inc reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.03% in Q2 2026, selling an estimated $670 and leaving 3,583 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #59.

Trust Point Inc first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 504 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Trust Point Inc held 3,583 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.52M as of Q2 2026.
  • Trust Point Inc sold 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.21% of Trust Point Inc's portfolio in Q2 2026, its #59 holding.
  • Trust Point Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 504 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.