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- Upturn Summary
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Upturn AI Summary
SPDR® S&P MIDCAP 400 ETF Trust(MDY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MDY
10/29/2026: MDY (2-star) is currently NOT-A-BUY. Pass it for now.
MDY is a well-established ETF that tracks the S&P MidCap 400 Index, providing diversified exposure to 400 mid-sized U.S. companies. It is highly valued for its deep liquidity and status as an institutional-grade investment tool, making it efficient for investors seeking core mid-cap equity participation. While it offers solid tracking of its benchmark, investors should be aware of the inherent market and volatility risks associated with mid-sized firms. The fund is most suitable for long-term investors looking to diversify their portfolio beyond large-cap holdings, though those prioritizing the lowest possible expense ratio may want to compare it against other core mid-cap alternatives. Investors should monitor U.S. economic trends and interest rate policy as key drivers of mid-cap performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap companies often offer a balance of established business models and higher growth potential than large-caps. |
| Momentum investor | Strong fit while signal remains positive | Mid-caps can exhibit strong momentum during periods of economic expansion when market breadth is improving. |
| Value investor | Mixed fit | Mid-caps are a mix of growth and value, and individual valuations depend on the specific economic cycle. |
| Dividend/Income investor | Mixed fit | While many mid-caps pay dividends, the focus of this fund is broader capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | Mid-cap stocks generally experience higher volatility than large-cap or blue-chip equivalents. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who want diversified mid-cap exposure and have a moderate-to-high risk tolerance.
Suitability
Best suited for long-term passive index followers looking to complete their U.S. equity core allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are historically more volatile than large-cap stocks during market downturns. |
| Market risk | Medium / high | The fund is fully exposed to systematic risks affecting the broader U.S. equity market. |
| Concentration | Low | The fund holds 400 stocks, providing broad diversification across various sectors. |
| Tracking/expense | Low | Strong index replication minimizes the risk of significant tracking error relative to the benchmark. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for most investors. |
| Business/sector quality | Medium | The fund reflects the health of the mid-sized U.S. corporate sector, which is sensitive to economic conditions. |
Risk Analysis
Volatility
MDY exhibits medium-high volatility, characteristic of mid-cap equities which are more sensitive to cyclical economic shifts than large-cap benchmarks.
Market Risk
The fund is inherently exposed to equity market risk, specifically the performance of mid-sized U.S. firms that may have less balance sheet flexibility than large-cap peers.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | This exposure provides broad participation in the growth of established U.S. mid-sized companies. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small cash buffers are maintained to facilitate fund operations and liquidity management. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.37% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/29/2026 |
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