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

Daymark Wealth Partners’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	$6.06M	Buy	8,610 +70	+0.8%	+$46.9K	0.15%	116
2026 Q1	$5.27M	Sell	8,540 -1,676	-16%	-$1.06M	0.17%	112
2025 Q4	$6.16M	Sell	10,216 -84	-0.8%	-$50.3K	0.2%	96
2025 Q3	$6.14M	Buy	10,300 +33	+0.3%	+$19.4K	0.21%	96
2025 Q2	$5.82M	Buy	10,267 +257	+3%	+$138K	0.22%	92
2025 Q1	$5.34M	Sell	10,010 -158	-2%	-$89.7K	0.23%	93
2024 Q4	$5.79M	Buy	10,168 +290	+3%	+$170K	0.24%	85
2024 Q3	$5.63M	Buy	9,878 +263	+3%	+$145K	0.24%	90
2024 Q2	$5.14M	Buy	9,615 +7,975	+486%	+$4.29M	0.24%	91
2024 Q1	$912K	Hold	1,640	–	–	0.05%	210
2023 Q4	$832K	Buy	1,640 +80	+5%	+$37.1K	0.05%	202
2023 Q3	$712K	Hold	1,560	–	–	0.05%	202
2023 Q2	$747K	Buy	+1,560	New	+$710K	0.06%	190

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Daymark Wealth Partners's MDY Position: Q2 2026 in Review

Daymark Wealth Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.82% in Q2 2026, buying an estimated $46.9K and bringing the position to 8,610 shares worth $6.06M. The position accounts for 0.15% of the portfolio, ranked #116.

Daymark Wealth Partners first reported a position in MDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.16M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Daymark Wealth Partners held 8,610 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.06M as of Q2 2026.
Daymark Wealth Partners bought 70 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $46.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Daymark Wealth Partners's portfolio in Q2 2026, its #116 holding.
Daymark Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.16M in Q4 2025.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.