EWP
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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
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

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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 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

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

Elevation Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, selling an estimated $16.1K and leaving 1,405 shares worth $988K. The position accounts for 0.3% of the portfolio, ranked #51.

Elevation Wealth Partners first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2024. 675 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Elevation Wealth Partners held 1,405 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $988K as of Q2 2026.
  • Elevation Wealth Partners sold 24 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.3% of Elevation Wealth Partners's portfolio in Q2 2026, its #51 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 14 quarters since.
  • Elevation Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.08M in Q1 2024.
  • 675 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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