Peak Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.42M | Sell |
7,699
-38
| -0.5% | -$25.4K | 0.8% | 33 |
|
|
2026
Q1 | $4.77M | Sell |
7,737
-1,095
| -12% | -$694K | 0.84% | 31 |
|
|
2025
Q4 | $5.33M | Sell |
8,832
-280
| -3% | -$168K | 0.91% | 28 |
|
|
2025
Q3 | $5.43M | Sell |
9,112
-290
| -3% | -$170K | 0.95% | 28 |
|
|
2025
Q2 | $5.33M | Sell |
9,402
-166
| -2% | -$89.1K | 0.98% | 28 |
|
|
2025
Q1 | $5.1M | Sell |
9,568
-181
| -2% | -$103K | 0.97% | 30 |
|
|
2024
Q4 | $5.55M | Sell |
9,749
-2
| -0% | -$1.17K | 1.03% | 27 |
|
|
2024
Q3 | $5.55M | Sell |
9,751
-296
| -3% | -$163K | 1.05% | 27 |
|
|
2024
Q2 | $5.38M | Sell |
10,047
-362
| -3% | -$195K | 1.05% | 27 |
|
|
2024
Q1 | $5.79M | Sell |
10,409
-617
| -6% | -$320K | 1.15% | 26 |
|
|
2023
Q4 | $5.59M | Sell |
11,026
-74
| -0.7% | -$34.4K | 1.23% | 25 |
|
|
2023
Q3 | $5.07M | Sell |
11,100
-164
| -1% | -$78.6K | 1.22% | 26 |
|
|
2023
Q2 | $5.39M | Buy |
11,264
+24
| +0.2% | +$10.9K | 1.25% | 25 |
|
|
2023
Q1 | $5.15M | Sell |
11,240
-130
| -1% | -$60.6K | 1.26% | 25 |
|
|
2022
Q4 | $5.03M | Sell |
11,370
-26
| -0.2% | -$11.5K | 1.31% | 24 |
|
|
2022
Q3 | $4.58M | Sell |
11,396
-5
| -0% | -$2.21K | 1.3% | 23 |
|
|
2022
Q2 | $4.71M | Sell |
11,401
-30
| -0.3% | -$13.5K | 1.29% | 25 |
|
|
2022
Q1 | $5.61M | Sell |
11,431
-319
| -3% | -$155K | 1.3% | 24 |
|
|
2021
Q4 | $6.08M | Sell |
11,750
-469
| -4% | -$239K | 1.4% | 23 |
|
|
2021
Q3 | $5.88M | Sell |
12,219
-10
| -0.1% | -$4.91K | 1.45% | 22 |
|
|
2021
Q2 | $6M | Sell |
12,229
-45
| -0.4% | -$22.2K | 1.49% | 22 |
|
|
2021
Q1 | $5.84M | Sell |
12,274
-330
| -3% | -$150K | 1.41% | 24 |
|
|
2020
Q4 | $5.29M | Buy |
12,604
+114
| +0.9% | +$43.9K | 1.38% | 26 |
|
|
2020
Q3 | $4.23M | Sell |
12,490
-75
| -0.6% | -$25.6K | 1.26% | 24 |
|
|
2020
Q2 | $4.08M | Sell |
12,565
-2,181
| -15% | -$661K | 1.3% | 24 |
|
|
2020
Q1 | $3.88M | Sell |
14,746
-724
| -5% | -$245K | 1.49% | 23 |
|
|
2019
Q4 | $5.81M | Buy |
15,470
+25
| +0.2% | +$9.04K | 1.76% | 22 |
|
|
2019
Q3 | $5.44M | Sell |
15,445
-10
| -0.1% | -$3.5K | 1.78% | 22 |
|
|
2019
Q2 | $5.48M | Buy |
15,455
+3
| +0% | +$1.05K | 1.79% | 22 |
|
|
2019
Q1 | $5.34M | Sell |
15,452
-336
| -2% | -$113K | 1.82% | 20 |
|
|
2018
Q4 | $4.78M | Sell |
15,788
-953
| -6% | -$317K | 1.79% | 21 |
|
|
2018
Q3 | $6.15M | Sell |
16,741
-58
| -0.3% | -$21.2K | 2.07% | 21 |
|
|
2018
Q2 | $5.96M | Buy |
16,799
+8
| +0% | +$2.81K | 2.17% | 21 |
|
|
2018
Q1 | $5.74M | Sell |
16,791
-153
| -0.9% | -$53.2K | 2.11% | 21 |
|
|
2017
Q4 | $5.85M | Sell |
16,944
-96
| -0.6% | -$32.3K | 2.14% | 21 |
|
|
2017
Q3 | $5.56M | Sell |
17,040
-225
| -1% | -$71.5K | 1.99% | 22 |
|
|
2017
Q2 | $5.48M | Sell |
17,265
-1,218
| -7% | -$383K | 2.03% | 21 |
|
|
2017
Q1 | $5.77M | Sell |
18,483
-523
| -3% | -$162K | 2.19% | 16 |
|
|
2016
Q4 | $5.74M | Sell |
19,006
-1,848
| -9% | -$534K | 2.29% | 15 |
|
|
2016
Q3 | $5.89M | Sell |
20,854
-218
| -1% | -$61.4K | 2.47% | 13 |
|
|
2016
Q2 | $5.74M | Sell |
21,072
-900
| -4% | -$241K | 2.54% | 13 |
|
|
2016
Q1 | $5.77M | Buy |
21,972
+3,279
| +18% | +$798K | 2.74% | 14 |
|
|
2015
Q4 | $4.75M | Buy |
18,693
+1,862
| +11% | +$485K | 2.33% | 16 |
|
|
2015
Q3 | $4.19M | Sell |
16,831
-21
| -0.1% | -$5.56K | 2.23% | 17 |
|
|
2015
Q2 | $4.6M | Buy |
16,852
+547
| +3% | +$152K | 2.41% | 13 |
|
|
2015
Q1 | $4.52M | Buy |
16,305
+633
| +4% | +$171K | 2.24% | 18 |
|
|
2014
Q4 | $4.14M | Buy |
+15,672
| New | +$4.01M | 2.18% | 20 |
|
Other funds holding MDY
Peak Asset Management's MDY Position: Q2 2026 in Review
Peak Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.49% in Q2 2026, selling an estimated $25.4K and leaving 7,699 shares worth $5.42M. The position accounts for 0.8% of the portfolio, ranked #33.
Peak Asset Management first reported a position in MDY in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.15M in Q3 2018. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Peak Asset Management held 7,699 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.42M as of Q2 2026.
- Peak Asset Management sold 38 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $25.4K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.8% of Peak Asset Management's portfolio in Q2 2026, its #33 holding.
- Peak Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 47 quarters since.
- Peak Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.15M in Q3 2018.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.