GWM
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GK Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

GK 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
Q2 		– Sell
-836
Closed -$501K – 257
2026
Q1 		$501K Buy
+836
New +$530K 0.44% 30

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

GK Wealth Management's MDY Position: Q2 2026 in Review

GK Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 836 shares — an estimated $501K sold.

GK Wealth Management first reported a position in MDY in Q1 2026 and held it in 1 quarter. The position peaked at $501K in Q1 2026. 706 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • GK Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 836 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $501K.
  • GK Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and held it in 1 quarter.
  • GK Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $501K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.