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

Pacific Capital Wealth Advisors’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	$211K	Buy	+300	New	+$201K	0.03%	87
2025 Q1	–	Sell	-300	Closed	-$171K	–	250
2024 Q4	$171K	Hold	300	–	–	0.03%	88
2024 Q3	$171K	Hold	300	–	–	0.03%	84
2024 Q2	$161K	Buy	+300	New	+$161K	0.03%	87

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

Pacific Capital Wealth Advisors's MDY Position: Q2 2026 in Review

Pacific Capital Wealth Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 300 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: Pacific Capital Wealth Advisors previously reported a position in MDY as recently as Q4 2024.

Pacific Capital Wealth Advisors first reported a position in MDY in Q2 2024 and has held it in 4 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pacific Capital Wealth Advisors held 300 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $211K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Pacific Capital Wealth Advisors position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 4 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.