YIA
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YHB Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

YHB Investment 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 		$222K Sell
315
-10
-3% -$6.7K 0.01% 302
2026
Q1 		$200K Sell
325
-30
-8% -$19K 0.01% 297
2025
Q4 		$214K Sell
355
-13
-4% -$7.78K 0.01% 292
2025
Q3 		$219K Sell
368
-10
-3% -$5.87K 0.02% 286
2025
Q2 		$214K Buy
+378
New +$203K 0.02% 294
2025
Q1 		– Sell
-368
Closed -$210K – 296
2024
Q4 		$210K Hold
368
– – 0.02% 273
2024
Q3 		$210K Buy
+368
New +$203K 0.02% 277
2024
Q2 		– Sell
-360
Closed -$200K – 280
2024
Q1 		$200K Sell
360
-75
-17% -$38.9K 0.02% 270
2023
Q4 		$221K Sell
435
-5
-1% -$2.32K 0.02% 251
2023
Q3 		$201K Hold
440
– – 0.02% 265
2023
Q2 		$211K Sell
440
-160
-27% -$72.8K 0.02% 270
2023
Q1 		$275K Hold
600
– – 0.03% 236
2022
Q4 		$266K Hold
600
– – 0.03% 237
2022
Q3 		$241K Sell
600
-25
-4% -$11K 0.03% 246
2022
Q2 		$258K Sell
625
-55
-8% -$24.8K 0.03% 240
2022
Q1 		$334K Buy
680
+20
+3% +$9.73K 0.03% 227
2021
Q4 		$342K Buy
660
+100
+18% +$50.9K 0.03% 243
2021
Q3 		$269K Buy
560
+10
+2% +$4.91K 0.02% 263
2021
Q2 		$270K Sell
550
-10
-2% -$4.93K 0.02% 261
2021
Q1 		$278K Sell
560
-10
-2% -$4.56K 0.02% 247
2020
Q4 		$239K Buy
+570
New +$220K 0.02% 260

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
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

YHB Investment Advisors's MDY Position: Q2 2026 in Review

YHB Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.1% in Q2 2026, selling an estimated $6.7K and leaving 315 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #302.

YHB Investment Advisors first reported a position in MDY in Q4 2020 and has held it in 21 quarters since. The position peaked at $342K in Q4 2021. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • YHB Investment Advisors held 315 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $222K as of Q2 2026.
  • YHB Investment Advisors sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $6.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of YHB Investment Advisors's portfolio in Q2 2026, its #302 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 21 quarters since.
  • YHB Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $342K 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 YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.