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 Q3	$552K	Hold	836	–	–	0.38%	32
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

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

DWR Wealth Management's MDY Position: Q3 2026 in Review

DWR Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 836 shares worth $552K. The position accounts for 0.38% of the portfolio, ranked #32.

DWR Wealth Management first reported a position in MDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $583K in Q2 2026. 679 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

DWR Wealth Management held 836 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $552K as of Q3 2026.
DWR Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.38% of DWR Wealth Management's portfolio in Q3 2026, its #32 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 4 quarters since.
DWR Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $583K in Q2 2026.
679 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.