Hazlett, Burt & Watson
MDY icon

Hazlett, Burt & Watson’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hazlett, Burt & Watson’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 		$267K Buy
407
+1
+0.2% +$688 0.07% 228
2026
Q2 		$287K Sell
406
-31
-7% -$20.8K 0.08% 222
2026
Q1 		$271K Sell
437
-27
-6% -$17.1K 0.08% 214
2025
Q4 		$280K Buy
464
+1
+0.2% +$598 0.09% 203
2025
Q3 		$277K Buy
463
+86
+23% +$50.5K 0.1% 182
2025
Q2 		$213K Buy
377
+19
+5% +$10.2K 0.09% 194
2025
Q1 		$190K Buy
358
+9
+3% +$5.11K 0.09% 201
2024
Q4 		$200K Buy
349
+121
+53% +$70.9K 0.09% 200
2024
Q3 		$131K Buy
228
+12
+6% +$6.61K 0.06% 249
2024
Q2 		$116K Buy
216
+159
+279% +$85.5K 0.06% 255
2024
Q1 		$32K Hold
57
– – 0.02% 386
2023
Q4 		$29K Buy
57
+30
+111% +$13.9K 0.02% 378
2023
Q3 		$12K Hold
27
– – 0.01% 480
2023
Q2 		$13K Hold
27
– – 0.01% 458
2023
Q1 		$12K Hold
27
– – 0.01% 434
2022
Q4 		$12K Hold
27
– – 0.01% 444
2022
Q3 		$11K Hold
27
– – 0.01% 445
2022
Q2 		$11K Buy
+27
New +$12.2K 0.01% 447

Other funds holding MDY

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Hazlett, Burt & Watson's MDY Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.25% in Q3 2026, buying an estimated $688 and bringing the position to 407 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #228.

Hazlett, Burt & Watson first reported a position in MDY in Q2 2022 and has held it in 18 quarters since. The position peaked at $287K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Hazlett, Burt & Watson held 407 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $267K as of Q3 2026.
  • Hazlett, Burt & Watson bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q3 2026, an estimated $688.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #228 holding.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $287K in Q2 2026.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.