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

SecurityMDY / State Street SPDR S&P MIDCAP 400 ETF Trust
InstitutionYoungs Advisory Group, Inc.
Latest Disclosed Ownership32,568 shares
Latest Disclosed Value $ 20,086,614
Youngs Advisory Group, Inc. reports 0.25% decrease in ownership of MDY / State Street SPDR S&P MIDCAP 400 ETF Trust

On April 22, 2026 - Youngs Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 32,568 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (US:MDY) valued at $20,086,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 32,648 shares of State Street SPDR S&P MIDCAP 400 ETF Trust. This represents a change in shares of -0.25% during the quarter. The current value of the position is $21,970,047 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)
2026-04-22 2026-03-31 13F STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 32,568 -80 -0.25 20,087 1.99 7.1375
2026-01-14 2025-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 32,648 3,813 13.22 19,696 14.60 7.0087
2025-10-22 2025-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28,835 481 1.70 17,187 6.99 6.1158
2025-07-17 2025-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28,354 333 1.19 16,063 7.45 6.1051
2025-05-09 2025-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28,021 958 3.54 14,949 -3.02 6.2271
2025-02-13 2024-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 27,063 452 1.70 15,415 1.68 6.5336
2024-11-07 2024-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 26,611 520 1.99 15,159 8.59 6.2840
2024-07-19 2024-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 26,091 10 0.04 13,961 -3.80 6.1266
2024-05-06 2024-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 26,081 725 2.86 14,511 12.80 6.4803
2024-01-31 2023-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 25,356 336 1.34 12,865 12.60 6.4448
2023-11-03 2023-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 25,020 295 1.19 11,425 -3.51 6.2124
2023-08-10 2023-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 24,725 65 0.26 11,841 4.75 6.4476
2023-05-03 2023-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 24,660 13 0.05 11,304 3.58 6.3331
2023-01-25 2022-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 24,647 -540 -2.14 10,914 7.87 6.4443
2022-10-18 2022-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 25,187 163 0.65 10,117 -2.22 6.5088
2022-07-13 2022-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 25,024 793 3.27 10,347 -12.93 6.3515
2022-04-29 2022-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 24,231 50 0.21 11,884 -5.06 6.8553
2022-01-26 2021-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 24,181 962 4.14 12,518 12.12 7.8974
2021-10-15 2021-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 23,219 3,491 17.70 11,165 15.27 8.4196
2021-07-21 2021-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 19,728 472 2.45 9,686 5.66 10.3267
2021-04-14 2021-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 19,256 -651 -3.27 9,167 9.67 11.4540
2021-01-19 2020-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 19,907 -698 -3.39 8,359 19.72 11.2934
2020-10-22 2020-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 20,605 -929 -4.31 6,982 -0.07 12.9062
2020-07-28 2020-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 21,534 -18,599 -46.34 6,987 -33.77 14.1790
2020-04-28 2020-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 40,133 105 0.26 10,550 -29.79 12.0062
2020-02-04 2019-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 40,028 -365 -0.90 15,026 5.54 12.1636
2019-10-28 2019-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 40,393 -173 -0.43 14,237 -1.02 12.1649
2019-07-16 2019-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 40,566 -617 -1.50 14,384 1.12 12.1016
2019-04-30 2019-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 41,183 -1,739 -4.05 14,225 9.50 12.3381
2019-02-12 2018-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 42,922 1,053 2.51 12,991 -15.56 11.4122
2018-11-01 2018-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 41,869 -82 -0.20 15,385 3.30 10.7440
2018-08-07 2018-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 41,951 410 0.99 14,893 4.91 10.3986
2018-04-24 2018-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 41,541 9,694 30.44 14,196 29.05 10.2058
2018-01-24 2017-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 31,847 1,012 3.28 11,000 9.32 8.3519
2017-10-24 2017-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 30,835 12 0.04 10,062 2.78 7.8440
2017-07-10 2017-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 30,823 257 0.84 9,790 2.52 7.6974
2017-04-24 2017-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 30,566 261 0.86 9,549 4.43 7.5320
2017-01-27 2016-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 30,305 1,728 6.05 9,144 13.36 7.1558
2016-10-21 2016-09-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28,577 44 0.15 8,066 3.85 6.7576
2016-07-19 2016-06-30 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28,533 -29 -0.10 7,767 3.50 6.4999
2016-04-19 2016-03-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 28,562 1,699 6.32 7,504 9.96 6.3795
2016-01-27 2015-12-31 13F SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 26,863 26,863 6,824 6.5084
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.