XY Planning Network’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

XY Planning Network’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	$375K	Sell	533 -1	-0.2%	-$670	0.05%	248
2026 Q1	$332K	Hold	534	–	–	0.05%	220
2025 Q4	$322K	Sell	534 -75	-12%	-$44.9K	0.06%	209
2025 Q3	$345K	Hold	609	–	–	0.12%	130
2025 Q2	$345K	Sell	609 -35	-5%	-$18.8K	0.12%	130
2025 Q1	$344K	Buy	644 +13	+2%	+$7.38K	0.23%	76
2024 Q4	$359K	Buy	+631	New	+$370K	0.27%	68

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

XY Planning Network's MDY Position: Q2 2026 in Review

XY Planning Network reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.19% in Q2 2026, selling an estimated $670 and leaving 533 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #248.

XY Planning Network first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

XY Planning Network held 533 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $375K as of Q2 2026.
XY Planning Network sold 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #248 holding.
XY Planning Network first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.