BostonPremier Wealth
MDY icon

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
Q3 		$206K Hold
313
– – 0.08% 81
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

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
LCM Capital Management
LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return
Ascent Wealth Partners
Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

BostonPremier Wealth's MDY Position: Q3 2026 in Review

BostonPremier Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 313 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #81.

BostonPremier Wealth first reported a position in MDY in Q4 2024 and has held it in 3 quarters since. The position peaked at $220K in Q2 2026. 490 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • BostonPremier Wealth held 313 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $206K as of Q3 2026.
  • BostonPremier Wealth left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of BostonPremier Wealth's portfolio in Q3 2026, its #81 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 3 quarters since.
  • BostonPremier Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $220K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.