TS Financial Group (TSFG)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

TS Financial Group (TSFG)’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	$1.94M	Sell	2,760 -13	-0.5%	-$8.71K	0.24%	58
2026 Q1	$1.71M	Sell	2,773 -4	-0.1%	-$2.54K	0.26%	58
2025 Q4	$1.68M	Sell	2,777 -183	-6%	-$109K	0.25%	59
2025 Q3	$1.76M	Sell	2,960 -278	-9%	-$163K	0.28%	59
2025 Q2	$1.83M	Sell	3,238 -22	-0.7%	-$11.8K	0.33%	58
2025 Q1	$1.74M	Sell	3,260 -20	-0.6%	-$11.4K	0.36%	51
2024 Q4	$1.87M	Sell	3,280 -18	-0.5%	-$10.6K	0.38%	51
2024 Q3	$1.88M	Sell	3,298 -201	-6%	-$111K	0.41%	46
2024 Q2	$1.87M	Sell	3,499 -30	-0.9%	-$16.1K	0.44%	43
2024 Q1	$1.96M	Hold	3,529	–	–	0.5%	41
2023 Q4	$1.79M	Sell	3,529 -20	-0.6%	-$9.29K	0.56%	36
2023 Q3	$1.62M	Hold	3,549	–	–	0.58%	39
2023 Q2	$1.7M	Sell	3,549 -54	-1%	-$24.6K	0.63%	35
2023 Q1	$1.65M	Sell	3,603 -30	-0.8%	-$14K	0.61%	34
2022 Q4	$1.61M	Sell	3,633 -22	-0.6%	-$9.73K	0.64%	33
2022 Q3	$1.47M	Sell	3,655 -79	-2%	-$34.9K	0.69%	32
2022 Q2	$1.54M	Hold	3,734	–	–	0.66%	31
2022 Q1	$1.83M	Hold	3,734	–	–	0.66%	31
2021 Q4	$1.93M	Hold	3,734	–	–	0.67%	31
2021 Q3	$1.8M	Hold	3,734	–	–	0.7%	29
2021 Q2	$1.83M	Hold	3,734	–	–	0.74%	29
2021 Q1	$1.78M	Hold	3,734	–	–	0.9%	24
2020 Q4	$1.57M	Hold	3,734	–	–	0.84%	24
2020 Q3	$1.26M	Sell	3,734 -45	-1%	-$15.4K	0.75%	23
2020 Q2	$1.23M	Sell	3,779 -91	-2%	-$27.6K	0.81%	23
2020 Q1	$1.02M	Sell	3,870 -532	-12%	-$180K	0.91%	20
2019 Q4	$1.65M	Sell	4,402 -136	-3%	-$49.2K	1.22%	17
2019 Q3	$1.6M	Sell	4,538 -107	-2%	-$37.5K	1.23%	18
2019 Q2	$1.65M	Sell	4,645 -267	-5%	-$93.3K	1.32%	17
2019 Q1	$1.7M	Buy	+4,912	New	+$1.65M	1.44%	16

Other funds holding MDY

CCA

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

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

TS Financial Group (TSFG)'s MDY Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.47% in Q2 2026, selling an estimated $8.71K and leaving 2,760 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #58.

TS Financial Group (TSFG) first reported a position in MDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.96M in Q1 2024. 683 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

TS Financial Group (TSFG) held 2,760 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.94M as of Q2 2026.
TS Financial Group (TSFG) sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.24% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #58 holding.
TS Financial Group (TSFG) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.96M in Q1 2024.
683 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.