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

Coquina Private Wealth LLC’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 		$497K Hold
706
– – 0.34% 42
2026
Q1 		$435K Hold
706
– – 0.35% 44
2025
Q4 		$426K Buy
+706
New +$422K 0.34% 46

Other funds holding MDY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Coquina Private Wealth LLC's MDY Position: Q2 2026 in Review

Coquina Private Wealth LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 706 shares worth $497K. The position accounts for 0.34% of the portfolio, ranked #42.

Coquina Private Wealth LLC first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Coquina Private Wealth LLC held 706 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $497K as of Q2 2026.
  • Coquina Private Wealth LLC left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.34% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #42 holding.
  • Coquina Private Wealth LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.