Acumen Wealth Advisors’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
Q2
$55.7K Hold
79
0.01% 147
2026
Q1
$48.8K Hold
79
0.01% 150
2025
Q4
$47.8K Buy
+79
New +$47.3K 0.01% 140

Other funds holding MDY

Acumen Wealth Advisors's MDY Position: Q2 2026 in Review

Acumen Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 79 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #147.

Acumen Wealth Advisors first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Acumen Wealth Advisors held 79 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $55.7K as of Q2 2026.
  • Acumen Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Acumen Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.