Optivise Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Optivise Advisory Services's MDY Position: Q3 2026 in Review
Optivise Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.7% in Q3 2026, selling an estimated $10.3K and leaving 549 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #136.
Optivise Advisory Services first reported a position in MDY in Q2 2024 and has held it in 10 quarters since. The position peaked at $581K in Q4 2024. 645 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- Optivise Advisory Services held 549 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $361K as of Q3 2026.
- Optivise Advisory Services sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $10.3K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Optivise Advisory Services's portfolio in Q3 2026, its #136 holding.
- Optivise Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $581K in Q4 2024.
- 645 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.