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

Peddock Capital 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 Q1	$12.6M	Buy	20,471 +897	+5%	+$568K	2.78%	7
2025 Q4	$11.8M	Buy	19,574 +2,285	+13%	+$1.37M	2.47%	7
2025 Q3	$10.3M	Buy	17,289 +153	+0.9%	+$89.8K	2.22%	8
2025 Q2	$9.71M	Sell	17,136 -2,116	-11%	-$1.14M	2.24%	8
2025 Q1	$10.3M	Sell	19,252 -331	-2%	-$188K	2.6%	6
2024 Q4	$11.2M	Buy	19,583 +511	+3%	+$300K	2.67%	6
2024 Q3	$10.9M	Buy	19,072 +1,350	+8%	+$744K	2.61%	6
2024 Q2	$9.48M	Buy	17,722 +258	+1%	+$139K	2.44%	7
2024 Q1	$9.72M	Buy	17,464 +1,067	+7%	+$553K	2.55%	7
2023 Q4	$8.32M	Buy	16,397 +589	+4%	+$273K	2.54%	7
2023 Q3	$7.22M	Buy	15,808 +605	+4%	+$290K	2.41%	7
2023 Q2	$7.28M	Sell	15,203 -673	-4%	-$306K	2.4%	7
2023 Q1	$7.28M	Buy	15,876 +1,314	+9%	+$613K	2.53%	7
2022 Q4	$6.45M	Sell	14,562 -43	-0.3%	-$19K	2.5%	7
2022 Q3	$5.87M	Buy	14,605 +135	+0.9%	+$59.6K	2.41%	8
2022 Q2	$5.98M	Sell	14,470 -1,123	-7%	-$507K	2.34%	7
2022 Q1	$7.65M	Buy	15,593 +370	+2%	+$180K	2.48%	6
2021 Q4	$7.88M	Sell	15,223 -1,276	-8%	-$649K	2.6%	5
2021 Q3	$7.93M	Buy	16,499 +190	+1%	+$93.3K	2.83%	5
2021 Q2	$8.03M	Buy	16,309 +46	+0.3%	+$22.7K	2.81%	5
2021 Q1	$7.74M	Buy	+16,263	New	+$7.42M	2.96%	5

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peddock Capital Advisors's MDY Position: Q1 2026 in Review

Peddock Capital Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q1 2026, buying an estimated $568K and bringing the position to 20,471 shares worth $12.6M. The position accounts for 2.78% of the portfolio, ranked #7.

Peddock Capital Advisors first reported a position in MDY in Q1 2021 and has held it in 21 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Peddock Capital Advisors held 20,471 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.6M as of Q1 2026.
Peddock Capital Advisors bought 897 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $568K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.78% of Peddock Capital Advisors's portfolio in Q1 2026, its #7 holding.
Peddock Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 21 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.