Western Reserve Capital Management’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
$343K Hold
488
– – 0.25% 33
2026
Q1
$301K Hold
488
– – 0.25% 31
2025
Q4
$294K Buy
+488
New +$292K 0.27% 30

Other funds holding MDY

Western Reserve Capital Management's MDY Position: Q2 2026 in Review

Western Reserve Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 488 shares worth $343K. The position accounts for 0.25% of the portfolio, ranked #33.

Western Reserve Capital Management first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Western Reserve Capital Management held 488 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $343K as of Q2 2026.
  • Western Reserve Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Western Reserve Capital Management's portfolio in Q2 2026, its #33 holding.
  • Western Reserve Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.