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

Connecticut 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	$2.49M	Sell	3,542 -443	-11%	-$297K	0.09%	94
2026 Q1	$2.46M	Sell	3,985 -559	-12%	-$354K	0.1%	90
2025 Q4	$2.74M	Buy	4,544 +5	+0.1%	+$2.99K	0.12%	81
2025 Q3	$2.71M	Sell	4,539 -29	-0.6%	-$17K	0.12%	78
2025 Q2	$2.59M	Buy	4,568 +1	+0%	+$537	0.12%	78
2025 Q1	$2.44M	Sell	4,567 -29	-0.6%	-$16.5K	0.13%	82
2024 Q4	$2.62M	Sell	4,596 -93	-2%	-$54.5K	0.13%	65
2024 Q3	$2.67M	Sell	4,689 -213	-4%	-$117K	0.13%	85
2024 Q2	$2.62M	Sell	4,902 -51	-1%	-$27.4K	0.14%	86
2024 Q1	$2.76M	Sell	4,953 -44	-0.9%	-$22.8K	0.15%	78
2023 Q4	$2.54M	Buy	4,997 +1	+0%	+$464	0.15%	83
2023 Q3	$2.28M	Buy	4,996 +496	+11%	+$238K	0.16%	77
2023 Q2	$2.16M	Sell	4,500 -113	-2%	-$51.4K	0.15%	66
2023 Q1	$2.11M	Sell	4,613 -233	-5%	-$109K	0.16%	64
2022 Q4	$2.15M	Sell	4,846 -318	-6%	-$141K	0.18%	58
2022 Q3	$2.07M	Sell	5,164 -29	-0.6%	-$12.8K	0.19%	57
2022 Q2	$2.15M	Sell	5,193 -298	-5%	-$135K	0.19%	59
2022 Q1	$2.69M	Hold	5,491	–	–	0.21%	56
2021 Q4	$2.84M	Sell	5,491 -67	-1%	-$34.1K	0.22%	55
2021 Q3	$2.67M	Sell	5,558 -9	-0.2%	-$4.42K	0.23%	53
2021 Q2	$2.73M	Buy	+5,567	New	+$2.75M	0.24%	52
2021 Q1	–	Sell	-5,980	Closed	-$2.51M	–	196
2020 Q4	$2.51M	Sell	5,980 -337	-5%	-$130K	0.27%	46
2020 Q3	$2.14M	Buy	+6,317	New	+$2.16M	0.24%	58

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Connecticut Wealth Management's MDY Position: Q2 2026 in Review

Connecticut Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q2 2026, selling an estimated $297K and leaving 3,542 shares worth $2.49M. The position accounts for 0.09% of the portfolio, ranked #94.

Connecticut Wealth Management first reported a position in MDY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q4 2021. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Connecticut Wealth Management held 3,542 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.49M as of Q2 2026.
Connecticut Wealth Management sold 443 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $297K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Connecticut Wealth Management's portfolio in Q2 2026, its #94 holding.
Connecticut Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 23 quarters since.
Connecticut Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.84M in Q4 2021.
761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.