Wellspring Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wellspring Financial Advisors’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	$12.2M	Sell	17,337 -264	-1%	-$177K	0.8%	22
2026 Q1	$10.9M	Sell	17,601 -883	-5%	-$560K	0.81%	24
2025 Q4	$11.2M	Sell	18,484 -514	-3%	-$308K	0.88%	22
2025 Q3	$11.3M	Sell	18,998 -716	-4%	-$420K	1.04%	18
2025 Q2	$11.2M	Sell	19,714 -3,136	-14%	-$1.68M	1.12%	16
2025 Q1	$12.2M	Sell	22,850 -1,467	-6%	-$833K	1.36%	15
2024 Q4	$13.9M	Sell	24,317 -592	-2%	-$347K	1.45%	16
2024 Q3	$14.2M	Sell	24,909 -781	-3%	-$430K	1.69%	14
2024 Q2	$13.7M	Sell	25,690 -810	-3%	-$436K	1.87%	13
2024 Q1	$14.7M	Sell	26,500 -1,754	-6%	-$909K	2.33%	13
2023 Q4	$14.3M	Sell	28,254 -444	-2%	-$206K	3.57%	7
2023 Q3	$13.1M	Sell	28,698 -135	-0.5%	-$64.7K	3.83%	7
2023 Q2	$13.8M	Sell	28,833 -1,448	-5%	-$659K	3.91%	7
2023 Q1	$13.9M	Sell	30,281 -847	-3%	-$395K	4.12%	7
2022 Q4	$13.8M	Buy	31,128 +348	+1%	+$154K	4.59%	5
2022 Q3	$12.4M	Sell	30,780 -1,230	-4%	-$543K	4.57%	5
2022 Q2	$13.2M	Sell	32,010 -7,600	-19%	-$3.43M	4.61%	5
2022 Q1	$19.4M	Sell	39,610 -6,499	-14%	-$3.16M	5.72%	4
2021 Q4	$23.9M	Sell	46,109 -59	-0.1%	-$30K	6.65%	3
2021 Q3	$22.2M	Sell	46,168 -1,766	-4%	-$867K	6.69%	3
2021 Q2	$23.5M	Sell	47,934 -12,078	-20%	-$5.96M	7.4%	3
2021 Q1	$15.8M	Buy	60,012 +9,857	+20%	+$4.49M	7.61%	2
2020 Q4	$21.1M	Sell	50,155 -4,258	-8%	-$1.64M	7.35%	3
2020 Q3	$18.4M	Sell	54,413 -2,988	-5%	-$1.02M	7.22%	3
2020 Q2	$18.6M	Sell	57,401 -2,611	-4%	-$792K	7.69%	3
2020 Q1	$15.8M	Buy	+60,012	New	+$20.3M	7.61%	2

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

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

Wellspring Financial Advisors's MDY Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q2 2026, selling an estimated $177K and leaving 17,337 shares worth $12.2M. The position accounts for 0.8% of the portfolio, ranked #22.

Wellspring Financial Advisors first reported a position in MDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.9M in Q4 2021. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wellspring Financial Advisors held 17,337 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.2M as of Q2 2026.
Wellspring Financial Advisors sold 264 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $177K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.8% of Wellspring Financial Advisors's portfolio in Q2 2026, its #22 holding.
Wellspring Financial Advisors 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.
Wellspring Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $23.9M in Q4 2021.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.