Zhang Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Zhang Financial’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	$1.81M	Hold	2,571	–	–	0.05%	147
2026 Q1	$1.59M	Sell	2,571 -20	-0.8%	-$12.7K	0.05%	152
2025 Q4	$1.56M	Buy	2,591 +140	+6%	+$83.8K	0.06%	147
2025 Q3	$1.46M	Hold	2,451	–	–	0.06%	147
2025 Q2	$1.39M	Buy	2,451 +72	+3%	+$38.6K	0.06%	141
2025 Q1	$1.27M	Buy	2,379 +155	+7%	+$88K	0.07%	141
2024 Q4	$1.27M	Hold	2,224	–	–	0.07%	133
2024 Q3	$1.27M	Hold	2,224	–	–	0.08%	131
2024 Q2	$1.19M	Hold	2,224	–	–	0.08%	125
2024 Q1	$1.24M	Hold	2,224	–	–	0.09%	125
2023 Q4	$1.13M	Sell	2,224 -20	-0.9%	-$9.29K	0.1%	119
2023 Q3	$1.02M	Buy	2,244 +14	+0.6%	+$6.71K	0.1%	112
2023 Q2	$1.08M	Buy	2,230 +2	+0.1%	+$911	0.11%	106
2023 Q1	$1.02M	Buy	2,228 +21	+1%	+$9.79K	0.12%	110
2022 Q4	$977K	Hold	2,207	–	–	0.12%	101
2022 Q3	$887K	Buy	2,207 +101	+5%	+$44.6K	0.13%	86
2022 Q2	$871K	Hold	2,106	–	–	0.14%	91
2022 Q1	$1.03M	Hold	2,106	–	–	0.17%	80
2021 Q4	$1.09M	Hold	2,106	–	–	0.19%	70
2021 Q3	$1.01M	Buy	+2,106	New	+$1.03M	0.23%	55

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Zhang Financial's MDY Position: Q2 2026 in Review

Zhang Financial held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,571 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #147.

Zhang Financial first reported a position in MDY in Q3 2021 and has held it in 20 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Zhang Financial held 2,571 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.81M as of Q2 2026.
Zhang Financial left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #147 holding.
Zhang Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 20 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.