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

One Charles 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	$554K	Hold	788	–	–	0.13%	89
2026 Q1	$486K	Hold	788	–	–	0.12%	91
2025 Q4	$476K	Buy	788 +411	+109%	+$246K	0.12%	91
2025 Q3	$225K	Hold	377	–	–	0.06%	148
2025 Q2	$214K	Hold	377	–	–	0.06%	149
2025 Q1	$201K	Hold	377	–	–	0.07%	139
2024 Q4	$215K	Hold	377	–	–	0.07%	141
2024 Q3	$215K	Hold	377	–	–	0.08%	142
2024 Q2	$202K	Hold	377	–	–	0.08%	143
2024 Q1	$210K	Buy	+377	New	+$195K	0.09%	138

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

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

One Charles Private Wealth Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 788 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #89.

One Charles Private Wealth Services first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

One Charles Private Wealth Services held 788 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $554K as of Q2 2026.
One Charles Private Wealth Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of One Charles Private Wealth Services's portfolio in Q2 2026, its #89 holding.
One Charles Private Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.