Kingswood Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Kingswood Wealth Advisors's MDY Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.59% in Q2 2026, selling an estimated $10K and leaving 2,525 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #285.
Kingswood Wealth Advisors first reported a position in MDY in Q3 2023 and has held it in 10 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Kingswood Wealth Advisors held 2,525 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.78M as of Q2 2026.
- Kingswood Wealth Advisors sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #285 holding.
- Kingswood Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and has held it in 10 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.