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James T. Borello RIA’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

James T. Borello RIA’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
Q3 		$4.49M Buy
6,832
+13
+0.2% +$8.95K 0.93% 23
2026
Q2 		$4.8M Buy
6,819
+12
+0.2% +$8.04K 1.04% 22
2026
Q1 		$4.2M Buy
6,807
+18
+0.3% +$11.4K 1.06% 22
2025
Q4 		$4.1M Sell
6,789
-34
-0.5% -$20.3K 1.06% 21
2025
Q3 		$4.07M Sell
6,823
-34
-0.5% -$20K 1.1% 21
2025
Q2 		$3.88M Sell
6,857
-1
-0% -$537 1.13% 21
2025
Q1 		$3.66M Buy
6,858
+18
+0.3% +$10.2K 1.17% 22
2024
Q4 		$3.9M Buy
6,840
+99
+1% +$58K 1.45% 19
2024
Q3 		$3.84M Buy
6,741
+18
+0.3% +$9.92K 1.56% 19
2024
Q2 		$3.6M Buy
6,723
+10
+0.1% +$5.38K 1.59% 15
2024
Q1 		$3.74M Buy
6,713
+5,128
+324% +$2.66M 1.7% 16
2023
Q4 		$804K Buy
+1,585
New +$736K 0.66% 25

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

James T. Borello RIA's MDY Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.19% in Q3 2026, buying an estimated $8.95K and bringing the position to 6,832 shares worth $4.49M. The position accounts for 0.93% of the portfolio, ranked #23.

James T. Borello RIA first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q2 2026. 259 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • James T. Borello RIA held 6,832 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.49M as of Q3 2026.
  • James T. Borello RIA bought 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $8.95K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.93% of James T. Borello RIA's portfolio in Q3 2026, its #23 holding.
  • James T. Borello RIA first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello RIA's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.8M in Q2 2026.
  • 259 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.