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

BostonPremier Wealth’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 		$220K Buy
+313
New +$210K 0.09% 70
2025
Q1 		– Sell
-370
Closed -$211K – 63
2024
Q4 		$211K Buy
+370
New +$217K 0.13% 54

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

BostonPremier Wealth's MDY Position: Q2 2026 in Review

BostonPremier Wealth opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 313 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #70 among its holdings. This is a return to the name: BostonPremier Wealth previously reported a position in MDY as recently as Q4 2024.

BostonPremier Wealth first reported a position in MDY in Q4 2024 and has held it in 2 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • BostonPremier Wealth held 313 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $220K as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new BostonPremier Wealth position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of BostonPremier Wealth's portfolio in Q2 2026, its #70 holding.
  • BostonPremier Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 2 quarters since.
  • 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.