VALEN PRIVATE CAPITAL, LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

VALEN PRIVATE CAPITAL, 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 Q3	$7.57M	Buy	+11,529	New	+$7.93M	2.34%	13

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's MDY Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026: 11,529 shares worth $7.57M. The stake represents 2.34% of the portfolio and ranks #13 among its holdings.

488 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 11,529 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.57M as of Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.34% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #13 holding.
488 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.