AEPWM
MDY icon

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

Atlantic Edge Private 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 		$15.9M Buy
22,594
+238
+1% +$159K 3.25% 8
2026
Q1 		$13.8M Sell
22,356
-130
-0.6% -$82.4K 3.39% 6
2025
Q4 		$13.6M Sell
22,486
-462
-2% -$276K 3.37% 6
2025
Q3 		$13.7M Sell
22,948
-198
-0.9% -$116K 3.51% 6
2025
Q2 		$13.1M Sell
23,146
-1,300
-5% -$698K 3.6% 6
2025
Q1 		$13M Sell
24,446
-193
-0.8% -$110K 3.99% 4
2024
Q4 		$14M Sell
24,639
-65
-0.3% -$38.1K 4.34% 3
2024
Q3 		$14.1M Buy
24,704
+55
+0.2% +$30.3K 4.28% 4
2024
Q2 		$13.2M Sell
24,649
-75
-0.3% -$40.3K 4.41% 5
2024
Q1 		$13.8M Buy
24,724
+154
+0.6% +$79.8K 4.73% 4
2023
Q4 		$12.5M Buy
+24,570
New +$11.4M 5.07% 4

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
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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MDY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, buying an estimated $159K and bringing the position to 22,594 shares worth $15.9M. The position accounts for 3.25% of the portfolio, ranked #8.

Atlantic Edge Private Wealth Management first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 635 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 22,594 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $15.9M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 238 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $159K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.25% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Atlantic Edge Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 635 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.