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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$323K Sell
483
-11
-2% -$7.57K 0.03% 462
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

Accurate Wealth Management's MDY Position: Q3 2026 in Review

Accurate Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q3 2026, selling an estimated $7.57K and leaving 483 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #462.

Accurate Wealth Management first reported a position in MDY in Q4 2022 and has held it in 8 quarters since. The position peaked at $341K in Q2 2026. 1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Accurate Wealth Management held 483 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $323K as of Q3 2026.
  • Accurate Wealth Management sold 11 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $7.57K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #462 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 8 quarters since.
  • Accurate Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $341K in Q2 2026.
  • 1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.