State Street SPDR S&P MIDCAP 400 ETF Trust
US ˙ ARCA ˙ US78467Y1073

SecurityMDY / State Street SPDR S&P MIDCAP 400 ETF Trust
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,410 shares
Latest Disclosed Value $ 869,632
IFP Advisors, Inc reports 0.42% decrease in ownership of MDY / State Street SPDR S&P MIDCAP 400 ETF Trust

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,410 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (US:MDY) valued at $869,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,416 shares of State Street SPDR S&P MIDCAP 400 ETF Trust. This represents a change in shares of -0.42% during the quarter. The current value of the position is $966,555 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F STATE STR SPDR S&P MIDCAP 40 cs 78467Y107 1,410 -6 -0.42 870 1.76 0.0180
2026-02-06 2025-12-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 1,416 -115 -7.51 854 -6.36 0.0192
2026-02-06 2025-09-30 13F/A-1 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP cs 78467Y107 1,531 207 15.63 913 21.76 0.0237
2025-12-02 2025-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP cs 78467Y107 1,534 210 914 0.0236
2025-07-24 2025-06-30 13F SPDR S&P MIDCAP cs 78467Y107 1,324 415 45.65 750 54.75 0.0213
2025-05-05 2025-03-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 909 48 5.57 485 -1.22 0.0149
2025-02-04 2024-12-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 861 -5,448 -86.35 490 -86.37 0.0161
2025-02-04 2024-09-30 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 6,309 -597 -8.64 3,594 -2.73 0.1295
2024-07-30 2024-06-30 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 6,906 -197 -2.77 3,695 -6.50 0.1466
2024-07-30 2024-03-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 7,103 6,591 1,287.30 3,952 1,425.87 0.1733
2024-01-09 2023-12-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 512 -108 -17.42 260 -8.48 0.0123
2023-10-12 2023-09-30 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 620 6 0.98 283 -3.41 0.0127
2023-08-14 2023-06-30 13F/A-1 SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 614 -750 -54.99 294 21.07 0.0123
2023-08-04 2023-06-30 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 614 -750 109 0.0050
2023-04-18 2023-03-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 1,364 -2,282 -62.59 242 0.0105
2023-02-07 2022-12-31 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 3,646 9 0.25 1 -100.00 0.0177
2022-11-08 2022-09-30 13F SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 3,637 340 10.31 669 11.31 0.0174
2022-09-06 2022-06-30 13F/A-1 SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 3,297 0 0.00 601 0.00 0.0193
2022-09-06 2022-03-31 13F/A-1 SPDR S&P MIDCAP 400 ETF TR cs 78467Y107 3,297 208 6.73 601 -62.53 0.0193
2022-08-08 2022-03-31 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 3,725 636 685 0.0140
2022-01-12 2021-12-31 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 3,089 -13,275 -81.12 1,604 -79.52 0.0313
2021-10-06 2021-09-30 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 16,364 -4,983 -23.34 7,833 -24.86 0.1567
2021-07-13 2021-06-30 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 21,347 3,014 16.44 10,424 19.62 0.2157
2021-04-30 2021-03-31 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 18,333 14,633 395.49 8,714 460.39 0.1696
2021-01-25 2020-12-31 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 3,700 1,299 54.10 1,555 91.27 0.0630
2020-10-29 2020-09-30 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 2,401 -928 -27.88 813 -24.16 0.0485
2020-08-05 2020-06-30 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 3,329 -2,062 -38.25 1,072 -25.40 0.0850
2020-05-12 2020-03-31 13F SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Stock 78467Y107 5,391 -207 -3.70 1,437 -31.80 0.1450
2020-01-17 2019-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP Stock 78467Y107 5,598 -59 -1.04 2,107 6.90 0.1584
2019-11-07 2019-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP Stock 78467Y107 5,657 2,397 73.53 1,971 75.04 0.1320
2019-05-15 2019-03-31 13F SPDR S&P MID CAP 400 ETF ETF 78467Y107 3,260 -6,726 -67.35 1,126 -62.34 0.1537
2019-06-03 2018-12-31 13F/A-10 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 9,986 -1,372 -12.08 2,990 -28.37 0.1822
2019-01-23 2018-12-31 13F S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 9,986 -1,372 2,990 0.1822
2019-06-03 2018-09-30 13F/A-9 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 11,358 -149 -1.29 4,174 2.18 0.1701
2018-10-25 2018-09-30 13F S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 11,358 -149 4,174 0.1701
2019-06-03 2018-06-30 13F/A-8 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 11,507 -441 -3.69 4,085 -1.02 0.1718
2018-08-07 2018-06-30 13F S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 11,507 -703 4,085
2019-06-03 2018-03-31 13F/A-7 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 11,948 0 0.00 4,127 0.00 0.1871
2018-05-09 2018-03-31 13F S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 12,210 262 4,173
2019-06-03 2017-12-31 13F/A-6 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 11,948 -5,158 -30.15 4,127 -26.07 0.1871
2018-01-24 2017-12-31 13F SPDR S&P MIDCAP 400 ETF ETF 78467Y107 11,948 -5,158 4,127
2017-10-30 2017-09-30 13F SPDR S&P MIDCAP 400 ETF ETF 78467Y107 17,106 -1,252 -6.82 5,582 -4.27 0.2217
2019-06-03 2017-06-30 13F/A-5 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 18,358 -6,841 -27.15 5,831 -25.94 0.2472
2017-07-31 2017-06-30 13F SPDR S&P MIDCAP 400 ETF ETF 78467Y107 18,358 -6,841 5,831
2019-06-03 2017-03-31 13F/A-4 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 25,199 -1,355 -5.10 7,873 -1.73 0.3429
2017-04-26 2017-03-31 13F SPDR S&P MIDCAP 400 ETF ETF 78467Y107 25,199 -1,355 7,873
2019-06-03 2016-12-31 13F/A-3 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 26,554 -714 -2.62 8,012 4.09 0.3866
2017-02-14 2016-12-31 13F SPDR S&P MIDCAP 400 ETF ETF 78467Y107 26,554 -714 8,012
2016-11-04 2016-09-30 13F SPDR S&P MIDCAP 400 ETF ETF 78467Y107 27,268 10,614 63.73 7,697 69.76 0.4002
2019-06-03 2016-06-30 13F/A-2 MIDCAP SPDR TRUST, SERIES 1 ETF 78467Y107 16,654 13,394 410.86 4,534 302.66 0.2532
2016-08-22 2016-06-30 13F MIDCAP SPDR TRUST, SERIES 1 ETF 78467Y107 16,654 13,394 4,534
2019-06-03 2016-03-31 13F/A-1 SPDR S&P MID CAP 400 ETF ETF 78467Y107 3,260 -26,361 -88.99 1,126 -85.04 0.1537
2016-05-02 2016-03-31 13F MIDCAP SPDR TRUST, SERIES 1 ETF 78467Y107 17,745 -11,876 4,662
2016-02-11 2015-12-31 13F MIDCAP SPDR TRUST, SERIES 1 ETF 78467Y107 29,621 29,621 7,525 0.5051
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.