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

Kestra Private Wealth Services’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	$4.16M	Buy	5,909 +24	+0.4%	+$16.1K	0.05%	386
2026 Q1	$3.63M	Buy	5,885 +540	+10%	+$342K	0.04%	401
2025 Q4	$3.22M	Buy	5,345 +627	+13%	+$375K	0.04%	404
2025 Q3	$2.81M	Buy	4,718 +519	+12%	+$305K	0.04%	434
2025 Q2	$2.38M	Buy	4,199 +441	+12%	+$237K	0.03%	453
2025 Q1	$2M	Buy	3,758 +73	+2%	+$41.4K	0.03%	456
2024 Q4	$2.1M	Buy	3,685 +84	+2%	+$49.2K	0.04%	424
2024 Q3	$2.05M	Sell	3,601 -15	-0.4%	-$8.26K	0.04%	413
2024 Q2	$1.93M	Buy	3,616 +560	+18%	+$301K	0.04%	404
2024 Q1	$1.7M	Sell	3,056 -82	-3%	-$42.5K	0.04%	416
2023 Q4	$1.59M	Buy	3,138 +146	+5%	+$67.8K	0.04%	403
2023 Q3	$1.37M	Buy	2,992 +1,581	+112%	+$758K	0.04%	387
2023 Q2	$676K	Buy	1,411 +281	+25%	+$128K	0.02%	536
2023 Q1	$518K	Sell	1,130 -30	-3%	-$14K	0.02%	586
2022 Q4	$514K	Sell	1,160 -346	-23%	-$153K	0.03%	518
2022 Q3	$605K	Buy	1,506 +420	+39%	+$186K	0.04%	444
2022 Q2	$449K	Buy	1,086 +6	+0.6%	+$2.71K	0.03%	537
2022 Q1	$530K	Buy	1,080 +11	+1%	+$5.35K	0.03%	557
2021 Q4	$553K	Buy	1,069 +76	+8%	+$38.7K	0.03%	556
2021 Q3	$478K	Sell	993 -88	-8%	-$43.2K	0.03%	549
2021 Q2	$531K	Buy	1,081 +33	+3%	+$16.3K	0.03%	493
2021 Q1	$499K	Sell	1,048 -362	-26%	-$165K	0.03%	451
2020 Q4	$591K	Buy	1,410 +473	+50%	+$182K	0.04%	399
2020 Q3	$318K	Buy	+937	New	+$320K	0.03%	472

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

Kestra Private Wealth Services's MDY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.41% in Q2 2026, buying an estimated $16.1K and bringing the position to 5,909 shares worth $4.16M. The position accounts for 0.05% of the portfolio, ranked #386.

Kestra Private Wealth Services first reported a position in MDY in Q3 2020 and has held it in 24 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Kestra Private Wealth Services held 5,909 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.16M as of Q2 2026.
Kestra Private Wealth Services bought 24 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #386 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 24 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.