Legacy Capital Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Legacy Capital Wealth Partners’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	$614K	Sell	873 -4	-0.5%	-$2.68K	0.12%	174
2026 Q1	$541K	Buy	877 +3	+0.3%	+$1.9K	0.11%	193
2025 Q4	$527K	Sell	874 -17	-2%	-$10.2K	0.11%	189
2025 Q3	$531K	Sell	891 -6	-0.7%	-$3.52K	0.12%	190
2025 Q2	$508K	Sell	897 -246	-22%	-$132K	0.12%	196
2025 Q1	$610K	Buy	+1,143	New	+$649K	0.15%	147

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

Legacy Capital Wealth Partners's MDY Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.46% in Q2 2026, selling an estimated $2.68K and leaving 873 shares worth $614K. The position accounts for 0.12% of the portfolio, ranked #174.

Legacy Capital Wealth Partners first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Legacy Capital Wealth Partners held 873 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $614K as of Q2 2026.
Legacy Capital Wealth Partners sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.68K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #174 holding.
Legacy Capital Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.