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

Genesis Private Wealth’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 		$319K Buy
+454
New +$304K 0.09% 121
2026
Q1 		– Sell
-672
Closed -$405K – 194
2025
Q4 		$405K Buy
+672
New +$402K 0.13% 100

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Genesis Private Wealth's MDY Position: Q2 2026 in Review

Genesis Private Wealth opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 454 shares worth $319K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings. This is a return to the name: Genesis Private Wealth previously reported a position in MDY as recently as Q4 2025.

Genesis Private Wealth first reported a position in MDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $405K in Q4 2025. 370 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Genesis Private Wealth held 454 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $319K as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Genesis Private Wealth position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #121 holding.
  • Genesis Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • Genesis Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $405K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.