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

Waddell & Associates’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 		$109M Buy
154,726
+1,123
+0.7% +$752K 5.38% 4
2026
Q1 		$94.7M Buy
153,603
+3,271
+2% +$2.07M 5.34% 4
2025
Q4 		$90.7M Buy
150,332
+2,001
+1% +$1.2M 6.12% 3
2025
Q3 		$88.4M Buy
148,331
+4,763
+3% +$2.8M 7.52% 3
2025
Q2 		$81.3M Buy
143,568
+1,980
+1% +$1.06M 8.68% 1
2025
Q1 		$75.5M Buy
141,588
+1,325
+0.9% +$752K 9.17% 1
2024
Q4 		$79.9M Buy
140,263
+1,494
+1% +$876K 8.14% 2
2024
Q3 		$79.1M Buy
138,769
+2,373
+2% +$1.31M 9.62% 1
2024
Q2 		$73M Buy
136,396
+1,529
+1% +$822K 9.6% 1
2024
Q1 		$75M Sell
134,867
-2,455
-2% -$1.27M 10.14% 1
2023
Q4 		$69.9M Sell
137,322
-548
-0.4% -$254K 9.41% 1
2023
Q3 		$63M Buy
137,870
+1,153
+0.8% +$553K 9.21% 1
2023
Q2 		$65.5M Buy
136,717
+1,265
+0.9% +$576K 9.61% 1
2023
Q1 		$62.1M Sell
135,452
-390
-0.3% -$182K 9.71% 1
2022
Q4 		$60.1M Buy
135,842
+2,212
+2% +$978K 10.07% 1
2022
Q3 		$53.7M Buy
133,630
+2,613
+2% +$1.15M 10.39% 1
2022
Q2 		$54.2M Sell
131,017
-68
-0.1% -$30.7K 11.03% 1
2022
Q1 		$64.3M Buy
131,085
+2,552
+2% +$1.24M 10.32% 1
2021
Q4 		$66.5M Buy
128,533
+1,338
+1% +$681K 10.55% 2
2021
Q3 		$61.2M Buy
127,195
+1,746
+1% +$858K 10.42% 2
2021
Q2 		$61.6K Buy
125,449
+711
+0.6% +$351K 9.35% 3
2021
Q1 		$59.4M Buy
124,738
+3,204
+3% +$1.46M 12.19% 1
2020
Q4 		$51M Buy
121,534
+1,860
+2% +$716K 11.68% 2
2020
Q3 		$40.5M Buy
119,674
+1,899
+2% +$648K 10.99% 3
2020
Q2 		$38.2M Buy
117,775
+7,443
+7% +$2.26M 11.38% 3
2020
Q1 		$29M Buy
+110,332
New +$37.4M 11.54% 3

Other funds holding MDY

OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Waddell & Associates's MDY Position: Q2 2026 in Review

Waddell & Associates increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.73% in Q2 2026, buying an estimated $752K and bringing the position to 154,726 shares worth $109M. The position accounts for 5.38% of the portfolio, ranked #4.

Waddell & Associates first reported a position in MDY in Q1 2020 and has held it in 26 quarters since. 330 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Waddell & Associates held 154,726 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $109M as of Q2 2026.
  • Waddell & Associates bought 1,123 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $752K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 5.38% of Waddell & Associates's portfolio in Q2 2026, its #4 holding.
  • Waddell & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 330 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.