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

Pasadena 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	$1.01M	Buy	1,438 +25	+2%	+$16.7K	0.13%	95
2026 Q1	$871K	Buy	1,413 +176	+14%	+$112K	0.12%	94
2025 Q4	$746K	Hold	1,237	–	–	0.1%	95
2025 Q3	$737K	Hold	1,237	–	–	0.11%	88
2025 Q2	$701K	Sell	1,237 -1,013	-45%	-$544K	0.12%	84
2025 Q1	$1.2M	Buy	+2,250	New	+$1.28M	0.23%	53

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

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

Pasadena Private Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.8% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,438 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #95.

Pasadena Private Wealth first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pasadena Private Wealth held 1,438 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.01M as of Q2 2026.
Pasadena Private Wealth bought 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Pasadena Private Wealth's portfolio in Q2 2026, its #95 holding.
Pasadena Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
Pasadena Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.2M in Q1 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.