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

MassMutual Private Wealth & Trust’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 		$38.1M Sell
54,236
-2,818
-5% -$1.89M 0.99% 29
2026
Q1 		$35.2M Sell
57,054
-1,095
-2% -$694K 0.96% 26
2025
Q4 		$35.1M Sell
58,149
-1,813
-3% -$1.08M 0.9% 28
2025
Q3 		$35.7M Sell
59,962
-163
-0.3% -$95.7K 0.91% 27
2025
Q2 		$34.1M Sell
60,125
-127
-0.2% -$68.2K 0.91% 25
2025
Q1 		$32.1M Buy
60,252
+165
+0.3% +$93.7K 0.93% 28
2024
Q4 		$34.2M Sell
60,087
-999
-2% -$586K 0.96% 23
2024
Q3 		$34.8M Buy
61,086
+1,012
+2% +$558K 0.99% 25
2024
Q2 		$32.1M Buy
60,074
+1,886
+3% +$1.01M 0.98% 22
2024
Q1 		$32.4M Buy
58,188
+1,695
+3% +$878K 1.01% 24
2023
Q4 		$28.7M Buy
56,493
+22,027
+64% +$10.2M 0.96% 26
2023
Q3 		$15.7M Buy
34,466
+1,714
+5% +$821K 0.58% 48
2023
Q2 		$15.7M Buy
32,752
+1,393
+4% +$634K 0.56% 47
2023
Q1 		$14.4M Buy
31,359
+2,022
+7% +$943K 0.55% 47
2022
Q4 		$13M Buy
29,337
+993
+4% +$439K 0.53% 51
2022
Q3 		$11.4M Buy
28,344
+1,511
+6% +$667K 0.52% 51
2022
Q2 		$11.1M Buy
26,833
+2,136
+9% +$964K 0.48% 55
2022
Q1 		$12.1M Buy
24,697
+2,256
+10% +$1.1M 0.46% 55
2021
Q4 		$11.6M Buy
22,441
+2,208
+11% +$1.12M 0.43% 59
2021
Q3 		$9.73M Buy
20,233
+1,740
+9% +$855K 0.4% 67
2021
Q2 		$9.08M Buy
18,493
+2,044
+12% +$1.01M 0.39% 69
2021
Q1 		$7.83M Buy
16,449
+2,148
+15% +$979K 0.37% 79
2020
Q4 		$6M Buy
14,301
+1,669
+13% +$643K 0.31% 88
2020
Q3 		$4.28M Buy
12,632
+1,440
+13% +$491K 0.25% 108
2020
Q2 		$3.63M Buy
11,192
+2,885
+35% +$875K 0.23% 114
2020
Q1 		$2.18M Buy
8,307
+7,767
+1,438% +$2.63M 0.17% 138
2019
Q4 		$203K Sell
540
-50
-8% -$18.1K 0.01% 347
2019
Q3 		$208K Sell
590
-67
-10% -$23.5K 0.01% 339
2019
Q2 		$233K Sell
657
-90
-12% -$31.5K 0.02% 324
2019
Q1 		$258K Buy
747
+75
+11% +$25.2K 0.02% 324
2018
Q4 		$203K Sell
672
-260
-28% -$86.6K 0.02% 314
2018
Q3 		$342K Buy
932
+15
+2% +$5.49K 0.03% 300
2018
Q2 		$326K Buy
917
+300
+49% +$105K 0.03% 300
2018
Q1 		$211K Hold
617
– – 0.02% 327
2017
Q4 		$213K Buy
617
+155
+34% +$52.2K 0.02% 336
2017
Q3 		$151K Sell
462
-28
-6% -$8.9K 0.01% 379
2017
Q2 		$156K Buy
490
+28
+6% +$8.81K 0.01% 347
2017
Q1 		$144K Hold
462
– – 0.01% 354
2016
Q4 		$139K Buy
+462
New +$134K 0.02% 293
2016
Q2 		$131K Hold
482
– – 0.02% 340
2016
Q1 		$127K Hold
482
– – 0.02% 315
2015
Q4 		$122K Sell
482
-287
-37% -$74.7K 0.02% 313
2015
Q3 		$192K Buy
769
+4
+0.5% +$1.06K 0.04% 261
2015
Q2 		$199K Buy
765
+406
+113% +$113K 0.04% 260
2015
Q1 		$99.5K Buy
359
+330
+1,138% +$88.9K 0.02% 329
2014
Q4 		$7.66K Sell
29
-740
-96% -$189K ﹤0.01% 444
2014
Q3 		$192K Buy
+769
New +$197K 0.04% 258

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

MassMutual Private Wealth & Trust's MDY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.9% in Q2 2026, selling an estimated $1.89M and leaving 54,236 shares worth $38.1M. The position accounts for 0.99% of the portfolio, ranked #29.

MassMutual Private Wealth & Trust first reported a position in MDY in Q3 2014 and has held it in 47 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 54,236 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $38.1M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2,818 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.89M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.99% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #29 holding.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and has held it in 47 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.