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

Great Waters 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 Q3	$229K	Hold	348	–	–	0.02%	121
2026 Q2	$245K	Hold	348	–	–	0.02%	112
2026 Q1	$215K	Hold	348	–	–	0.02%	115
2025 Q4	$210K	Hold	348	–	–	0.02%	111
2025 Q3	$208K	Buy	+348	New	+$204K	0.02%	109

Other funds holding MDY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

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

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 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

Great Waters Wealth Management's MDY Position: Q3 2026 in Review

Great Waters Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 348 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #121.

Great Waters Wealth Management first reported a position in MDY in Q3 2025 and has held it in 5 quarters since. The position peaked at $245K in Q2 2026. 189 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Great Waters Wealth Management held 348 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $229K as of Q3 2026.
Great Waters Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #121 holding.
Great Waters Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 5 quarters since.
Great Waters Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $245K in Q2 2026.
189 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.