Valmark Advisers’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.14M | Sell |
3,038
-54
| -2% | -$36.2K | 0.02% | 261 |
|
|
2026
Q1 | $1.91M | Sell |
3,092
-46
| -1% | -$29.1K | 0.02% | 252 |
|
|
2025
Q4 | $1.89M | Buy |
3,138
+57
| +2% | +$34.1K | 0.02% | 250 |
|
|
2025
Q3 | $1.84M | Buy |
3,081
+391
| +15% | +$229K | 0.02% | 241 |
|
|
2025
Q2 | $1.52M | Buy |
2,690
+224
| +9% | +$120K | 0.02% | 265 |
|
|
2025
Q1 | $1.32M | Sell |
2,466
-86
| -3% | -$48.8K | 0.02% | 269 |
|
|
2024
Q4 | $1.45M | Sell |
2,552
-530
| -17% | -$311K | 0.02% | 257 |
|
|
2024
Q3 | $1.76M | Buy |
3,082
+497
| +19% | +$274K | 0.03% | 215 |
|
|
2024
Q2 | $1.38M | Buy |
2,585
+678
| +36% | +$365K | 0.02% | 231 |
|
|
2024
Q1 | $1.06M | Buy |
1,907
+116
| +6% | +$60.1K | 0.02% | 259 |
|
|
2023
Q4 | $909K | Buy |
1,791
+139
| +8% | +$64.5K | 0.02% | 270 |
|
|
2023
Q3 | $754K | Buy |
1,652
+119
| +8% | +$57K | 0.02% | 265 |
|
|
2023
Q2 | $734K | Sell |
1,533
-23
| -1% | -$10.5K | 0.01% | 271 |
|
|
2023
Q1 | $713K | Buy |
1,556
+62
| +4% | +$28.9K | 0.02% | 264 |
|
|
2022
Q4 | $661K | Buy |
1,494
+217
| +17% | +$96K | 0.02% | 270 |
|
|
2022
Q3 | $513K | Buy |
1,277
+13
| +1% | +$5.74K | 0.01% | 277 |
|
|
2022
Q2 | $523K | Sell |
1,264
-17
| -1% | -$7.68K | 0.01% | 287 |
|
|
2022
Q1 | $628K | Sell |
1,281
-60
| -4% | -$29.2K | 0.01% | 274 |
|
|
2021
Q4 | $694K | Sell |
1,341
-406
| -23% | -$207K | 0.01% | 246 |
|
|
2021
Q3 | $840K | Sell |
1,747
-5
| -0.3% | -$2.46K | 0.02% | 206 |
|
|
2021
Q2 | $860K | Sell |
1,752
-53
| -3% | -$26.1K | 0.02% | 207 |
|
|
2021
Q1 | $859K | Sell |
1,805
-82
| -4% | -$37.4K | 0.02% | 200 |
|
|
2020
Q4 | $792K | Sell |
1,887
-101
| -5% | -$38.9K | 0.02% | 199 |
|
|
2020
Q3 | $673K | Buy |
1,988
+61
| +3% | +$20.8K | 0.02% | 164 |
|
|
2020
Q2 | $625K | Sell |
1,927
-243
| -11% | -$73.7K | 0.01% | 152 |
|
|
2020
Q1 | $570K | Buy |
2,170
+27
| +1% | +$9.15K | 0.01% | 139 |
|
|
2019
Q4 | $804K | Sell |
2,143
-459
| -18% | -$166K | 0.02% | 112 |
|
|
2019
Q3 | $917K | Buy |
2,602
+13
| +0.5% | +$4.55K | 0.02% | 107 |
|
|
2019
Q2 | $918K | Sell |
2,589
-4
| -0.2% | -$1.4K | 0.02% | 100 |
|
|
2019
Q1 | $896K | Buy |
2,593
+37
| +1% | +$12.4K | 0.02% | 99 |
|
|
2018
Q4 | $774K | Sell |
2,556
-44
| -2% | -$14.6K | 0.02% | 101 |
|
|
2018
Q3 | $955K | Buy |
2,600
+358
| +16% | +$131K | 0.02% | 89 |
|
|
2018
Q2 | $796K | Sell |
2,242
-278
| -11% | -$97.7K | 0.02% | 93 |
|
|
2018
Q1 | $861K | Buy |
2,520
+765
| +44% | +$266K | 0.02% | 88 |
|
|
2017
Q4 | $606K | Buy |
+1,755
| New | +$591K | 0.01% | 107 |
|
Other funds holding MDY
Valmark Advisers's MDY Position: Q2 2026 in Review
Valmark Advisers reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, selling an estimated $36.2K and leaving 3,038 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #261.
Valmark Advisers first reported a position in MDY in Q4 2017 and has held it in 35 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Valmark Advisers held 3,038 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.14M as of Q2 2026.
- Valmark Advisers sold 54 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $36.2K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #261 holding.
- Valmark Advisers first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.