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

Balboa Wealth Partners’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 		$6.43M Sell
9,148
-18
-0.2% -$12.1K 0.88% 26
2026
Q1 		$5.65M Sell
9,166
-11
-0.1% -$6.97K 0.95% 23
2025
Q4 		$5.54M Sell
9,177
-12
-0.1% -$7.18K 0.92% 24
2025
Q3 		$5.48M Buy
9,189
+30
+0.3% +$17.6K 0.94% 22
2025
Q2 		$5.19M Buy
9,159
+47
+0.5% +$25.2K 1.04% 19
2025
Q1 		$4.86M Hold
9,112
– – 1.17% 17
2024
Q4 		$5.19M Hold
9,112
– – 1.18% 13
2024
Q3 		$5.19M Sell
9,112
-2,033
-18% -$1.12M 1.29% 13
2024
Q2 		$5.96M Buy
11,145
+2,034
+22% +$1.09M 1.57% 10
2024
Q1 		$5.07M Sell
9,111
-10
-0.1% -$5.18K 1.49% 11
2023
Q4 		$4.63M Sell
9,121
-354
-4% -$164K 1.54% 11
2023
Q3 		$4.33M Buy
9,475
+72
+0.8% +$34.5K 1.62% 10
2023
Q2 		$4.5M Sell
9,403
-1,758
-16% -$800K 1.57% 9
2023
Q1 		$5.12M Buy
11,161
+1,954
+21% +$911K 1.93% 9
2022
Q4 		$4.08M Sell
9,207
-364
-4% -$161K 1.84% 9
2022
Q3 		$3.84M Buy
+9,571
New +$4.23M 1.69% 10

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balboa Wealth Partners's MDY Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.2% in Q2 2026, selling an estimated $12.1K and leaving 9,148 shares worth $6.43M. The position accounts for 0.88% of the portfolio, ranked #26.

Balboa Wealth Partners first reported a position in MDY in Q3 2022 and has held it in 16 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Balboa Wealth Partners held 9,148 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.43M as of Q2 2026.
  • Balboa Wealth Partners sold 18 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $12.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.88% of Balboa Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 16 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.