Garrett Wealth Advisory Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Garrett Wealth Advisory Group’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	$231K	Hold	328	–	–	0.04%	135
2026 Q1	$202K	Buy	+328	New	+$208K	0.04%	131
2025 Q4	–	Sell	-373	Closed	-$222K	–	122
2025 Q3	$222K	Hold	373	–	–	0.04%	108
2025 Q2	$211K	Sell	373 -96	-20%	-$51.5K	0.04%	107
2025 Q1	$250K	Hold	469	–	–	0.06%	94
2024 Q4	$267K	Sell	469 -15	-3%	-$8.79K	0.06%	83
2024 Q3	$276K	Buy	484 +87	+22%	+$47.9K	0.07%	77
2024 Q2	$212K	Buy	397 +24	+6%	+$12.9K	0.08%	81
2024 Q1	$208K	Buy	+373	New	+$193K	0.09%	62
2020 Q3	–	Sell	-622	Closed	-$203K	–	49
2020 Q2	$203K	Buy	+622	New	+$189K	0.16%	48
2020 Q1	–	Sell	-662	Closed	-$249K	–	44
2019 Q4	$249K	Buy	662 +3	+0.5%	+$1.08K	0.18%	45
2019 Q3	$232K	Buy	659 +39	+6%	+$13.7K	0.16%	49
2019 Q2	$217K	Sell	620 -4	-0.6%	-$1.4K	0.17%	49
2019 Q1	$214K	Buy	+624	New	+$210K	0.18%	49

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garrett Wealth Advisory Group's MDY Position: Q2 2026 in Review

Garrett Wealth Advisory Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 328 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #135.

Garrett Wealth Advisory Group first reported a position in MDY in Q1 2019 and has held it in 14 quarters since. The position peaked at $276K in Q3 2024. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Garrett Wealth Advisory Group held 328 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $231K as of Q2 2026.
Garrett Wealth Advisory Group 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 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #135 holding.
Garrett Wealth Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 14 quarters since.
Garrett Wealth Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $276K in Q3 2024.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.