AWM
MDY icon

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

Accurate Wealth 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 		$341K Buy
494
+138
+39% +$92.4K 0.03% 427
2026
Q1 		$230K Buy
356
+10
+3% +$6.34K 0.03% 483
2025
Q4 		$217K Buy
+346
New +$207K 0.03% 477
2025
Q3 		– Sell
-378
Closed -$220K – 505
2025
Q2 		$220K Sell
378
-41
-10% -$22K 0.03% 416
2025
Q1 		$207K Buy
419
+57
+16% +$32.4K 0.04% 364
2024
Q4 		$207K Buy
+362
New +$212K 0.04% 364
2023
Q1 		– Sell
-210
Closed -$96.3K – 935
2022
Q4 		$96.3K Buy
+210
New +$92.9K 0.04% 314

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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 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

Accurate Wealth Management's MDY Position: Q2 2026 in Review

Accurate Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 39% in Q2 2026, buying an estimated $92.4K and bringing the position to 494 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #427.

Accurate Wealth Management first reported a position in MDY in Q4 2022 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Accurate Wealth Management held 494 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $341K as of Q2 2026.
  • Accurate Wealth Management bought 138 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $92.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 7 quarters since.
  • 681 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.