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

DWR 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 		$583K Hold
836
– – 0.44% 31
2026
Q1 		$501K Hold
836
– – 0.44% 30
2025
Q4 		$510K Buy
+836
New +$500K 0.47% 30

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

DWR Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 836 shares worth $583K. The position accounts for 0.44% of the portfolio, ranked #31.

DWR Wealth Management first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • DWR Wealth Management held 836 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $583K as of Q2 2026.
  • DWR Wealth Management 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 0.44% of DWR Wealth Management's portfolio in Q2 2026, its #31 holding.
  • DWR Wealth Management 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.
  • 515 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.