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Yousif Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Yousif Capital Management’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 		$7.74M Sell
11,007
-5
-0% -$3.35K 0.09% 204
2026
Q1 		$6.79M Buy
11,012
+4,043
+58% +$2.56M 0.08% 233
2025
Q4 		$4.4M Sell
6,969
-4,795
-41% -$2.87M 0.05% 353
2025
Q3 		$7.01M Sell
11,764
-1,745
-13% -$1.02M 0.07% 240
2025
Q2 		$7.65M Sell
13,509
-10,307
-43% -$5.53M 0.08% 224
2025
Q1 		$12.7M Buy
23,816
+6,589
+38% +$3.74M 0.15% 130
2024
Q4 		$9.81M Buy
17,227
+10,348
+150% +$6.07M 0.11% 169
2024
Q3 		$3.92M Sell
6,879
-4,350
-39% -$2.4M 0.04% 413
2024
Q2 		$6.01M Sell
11,229
-6,473
-37% -$3.48M 0.07% 272
2024
Q1 		$9.85M Buy
17,702
+5,936
+50% +$3.07M 0.11% 173
2023
Q4 		$5.97M Sell
11,766
-5,480
-32% -$2.54M 0.07% 275
2023
Q3 		$7.88M Buy
17,246
+960
+6% +$460K 0.1% 187
2023
Q2 		$7.8M Sell
16,286
-7,105
-30% -$3.23M 0.09% 193
2023
Q1 		$10.7M Sell
23,391
-23,740
-50% -$11.1M 0.14% 140
2022
Q4 		$20.9M Buy
47,131
+8,250
+21% +$3.65M 0.27% 61
2022
Q3 		$15.6M Buy
38,881
+9,005
+30% +$3.98M 0.22% 75
2022
Q2 		$12.4M Buy
29,876
+16,980
+132% +$7.67M 0.16% 106
2022
Q1 		$6.33M Sell
12,896
-6,240
-33% -$3.04M 0.07% 276
2021
Q4 		$9.91M Buy
+19,136
New +$9.74M 0.1% 173

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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Yousif Capital Management's MDY Position: Q2 2026 in Review

Yousif Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.05% in Q2 2026, selling an estimated $3.35K and leaving 11,007 shares worth $7.74M. The position accounts for 0.09% of the portfolio, ranked #204.

Yousif Capital Management first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q4 2022. 413 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Yousif Capital Management held 11,007 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.74M as of Q2 2026.
  • Yousif Capital Management sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $3.35K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Yousif Capital Management's portfolio in Q2 2026, its #204 holding.
  • Yousif Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $20.9M in Q4 2022.
  • 413 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.