Brightwater Advisory’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
Q1
$738K Buy
1,197
+20
+2% +$12.7K 0.49% 35
2025
Q4
$710K Sell
1,177
-21
-2% -$12.6K 0.48% 35
2025
Q3
$714K Hold
1,198
0.49% 33
2025
Q2
$679K Buy
1,198
+321
+37% +$172K 0.49% 32
2025
Q1
$468K Buy
877
+92
+12% +$52.2K 0.37% 44
2024
Q4
$447K Hold
785
0.35% 44
2024
Q3
$447K Hold
785
0.33% 46
2024
Q2
$420K Buy
785
+116
+17% +$62.4K 0.32% 50
2024
Q1
$372K Hold
669
0.3% 43
2023
Q4
$339K Buy
+669
New +$311K 0.29% 42

Other funds holding MDY

Brightwater Advisory's MDY Position: Q1 2026 in Review

Brightwater Advisory increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q1 2026, buying an estimated $12.7K and bringing the position to 1,197 shares worth $738K. The position accounts for 0.49% of the portfolio, ranked #35.

Brightwater Advisory first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,449 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Brightwater Advisory held 1,197 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $738K as of Q1 2026.
  • Brightwater Advisory bought 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $12.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of Brightwater Advisory's portfolio in Q1 2026, its #35 holding.
  • Brightwater Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,449 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.