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

Parcion Private Wealth’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	$572K	Buy	813 +3	+0.4%	+$2.01K	0.03%	241
2026 Q1	$500K	Hold	810	–	–	0.03%	232
2025 Q4	$489K	Hold	810	–	–	0.03%	233
2025 Q3	$483K	Hold	810	–	–	0.03%	196
2025 Q2	$459K	Hold	810	–	–	0.03%	180
2025 Q1	$432K	Hold	810	–	–	0.04%	177
2024 Q4	$461K	Sell	810 -179	-18%	-$105K	0.04%	165
2024 Q3	$563K	Sell	989 -7	-0.7%	-$3.86K	0.05%	146
2024 Q2	$533K	Sell	996 -228	-19%	-$123K	0.05%	133
2024 Q1	$681K	Hold	1,224	–	–	0.06%	123
2023 Q4	$621K	Hold	1,224	–	–	0.06%	127
2023 Q3	$559K	Hold	1,224	–	–	0.06%	127
2023 Q2	$586K	Sell	1,224 -675	-36%	-$307K	0.06%	125
2023 Q1	$871K	Hold	1,899	–	–	0.09%	114
2022 Q4	$841K	Hold	1,899	–	–	0.09%	117
2022 Q3	$763K	Sell	1,899 -551	-22%	-$243K	0.09%	123
2022 Q2	$1.07M	Buy	+2,450	New	+$1.11M	0.11%	126

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

Parcion Private Wealth's MDY Position: Q2 2026 in Review

Parcion Private Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.37% in Q2 2026, buying an estimated $2.01K and bringing the position to 813 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #241.

Parcion Private Wealth first reported a position in MDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q2 2022. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Parcion Private Wealth held 813 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $572K as of Q2 2026.
Parcion Private Wealth bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #241 holding.
Parcion Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 17 quarters since.
Parcion Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.07M in Q2 2022.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.