EWP
MDY icon

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

Elevation 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
Q3 		$919K Sell
1,399
-6
-0.4% -$4.13K 0.26% 52
2026
Q2 		$988K Sell
1,405
-24
-2% -$16.1K 0.3% 51
2026
Q1 		$881K Sell
1,429
-70
-5% -$44.4K 0.32% 49
2025
Q4 		$904K Buy
1,499
+2
+0.1% +$1.2K 0.32% 48
2025
Q3 		$892K Sell
1,497
-85
-5% -$49.9K 0.32% 49
2025
Q2 		$896K Sell
1,582
-296
-16% -$159K 0.35% 50
2025
Q1 		$1M Sell
1,878
-1
-0.1% -$568 0.43% 42
2024
Q4 		$1.07M Buy
1,879
+5
+0.3% +$2.93K 0.45% 40
2024
Q3 		$1.07M Sell
1,874
-60
-3% -$33.1K 0.46% 41
2024
Q2 		$1.03M Sell
1,934
-2
-0.1% -$1.07K 0.49% 41
2024
Q1 		$1.08M Sell
1,936
-9
-0.5% -$4.66K 0.54% 36
2023
Q4 		$888K Hold
1,945
– – 0.53% 36
2023
Q3 		$888K Buy
1,945
+1
+0.1% +$479 0.77% 24
2023
Q2 		$931K Sell
1,944
-4
-0.2% -$1.82K 0.78% 23
2023
Q1 		$893K Buy
+1,948
New +$908K 0.82% 21

Other funds holding MDY

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Elevation Wealth Partners's MDY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.43% in Q3 2026, selling an estimated $4.13K and leaving 1,399 shares worth $919K. The position accounts for 0.26% of the portfolio, ranked #52.

Elevation Wealth Partners first reported a position in MDY in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2024. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Elevation Wealth Partners held 1,399 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $919K as of Q3 2026.
  • Elevation Wealth Partners sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $4.13K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Elevation Wealth Partners's portfolio in Q3 2026, its #52 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.08M in Q1 2024.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.