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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
Q3 		– Sell
-315
Closed -$222K – 322
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

YHB Investment Advisors's MDY Position: Q3 2026 in Review

YHB Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026, closing a stake of 315 shares — an estimated $222K sold.

YHB Investment Advisors first reported a position in MDY in Q4 2020 and held it in 21 quarters. The position peaked at $342K in Q4 2021. 166 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • YHB Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 315 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $222K.
  • YHB Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 21 quarters.
  • YHB Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $342K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.