Perigon Wealth 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
Q1 | $4.81M | Buy |
7,794
+150
| +2% | +$95.1K | 0.09% | 225 |
|
|
2025
Q4 | $4.61M | Buy |
7,644
+20
| +0.3% | +$12K | 0.08% | 225 |
|
|
2025
Q3 | $4.54M | Sell |
7,624
-481
| -6% | -$282K | 0.09% | 214 |
|
|
2025
Q2 | $4.59M | Sell |
8,105
-221
| -3% | -$119K | 0.11% | 177 |
|
|
2025
Q1 | $4.44M | Buy |
8,326
+909
| +12% | +$516K | 0.11% | 180 |
|
|
2024
Q4 | $4.37M | Sell |
7,417
-24
| -0.3% | -$14.1K | 0.11% | 179 |
|
|
2024
Q3 | $4.24M | Buy |
7,441
+622
| +9% | +$343K | 0.11% | 170 |
|
|
2024
Q2 | $3.65M | Sell |
6,819
-83
| -1% | -$44.6K | 0.11% | 172 |
|
|
2024
Q1 | $3.84M | Sell |
6,902
-647
| -9% | -$335K | 0.12% | 166 |
|
|
2023
Q4 | $3.83M | Buy |
7,549
+1,067
| +16% | +$495K | 0.13% | 157 |
|
|
2023
Q3 | $2.96M | Buy |
6,482
+333
| +5% | +$160K | 0.12% | 165 |
|
|
2023
Q2 | $2.94M | Buy |
6,149
+1,655
| +37% | +$754K | 0.12% | 164 |
|
|
2023
Q1 | $2.06M | Buy |
4,494
+363
| +9% | +$169K | 0.12% | 176 |
|
|
2022
Q4 | $1.83M | Buy |
4,131
+502
| +14% | +$222K | 0.11% | 184 |
|
|
2022
Q3 | $1.46M | Buy |
3,629
+2
| +0.1% | +$883 | 0.13% | 158 |
|
|
2022
Q2 | $1.5M | Buy |
3,627
+355
| +11% | +$160K | 0.13% | 157 |
|
|
2022
Q1 | $1.6M | Buy |
3,272
+553
| +20% | +$269K | 0.11% | 159 |
|
|
2021
Q4 | $1.41M | Sell |
2,719
-138
| -5% | -$70.2K | 0.1% | 179 |
|
|
2021
Q3 | $1.37M | Sell |
2,857
-98
| -3% | -$48.1K | 0.12% | 158 |
|
|
2021
Q2 | $1.45M | Sell |
2,955
-99
| -3% | -$48.8K | 0.13% | 143 |
|
|
2021
Q1 | $1.45M | Buy |
3,054
+102
| +3% | +$46.5K | 0.15% | 130 |
|
|
2020
Q4 | $1.24M | Buy |
2,952
+411
| +16% | +$158K | 0.14% | 116 |
|
|
2020
Q3 | $861K | Buy |
2,541
+177
| +7% | +$60.4K | 0.12% | 139 |
|
|
2020
Q2 | $767K | Buy |
2,364
+223
| +10% | +$67.6K | 0.12% | 134 |
|
|
2020
Q1 | $619K | Buy |
2,141
+141
| +7% | +$47.8K | 0.12% | 145 |
|
|
2019
Q4 | $748K | Buy |
2,000
+1,303
| +187% | +$471K | 0.15% | 108 |
|
|
2019
Q3 | $244K | Sell |
697
-105
| -13% | -$36.8K | 0.06% | 201 |
|
|
2019
Q2 | $284K | Buy |
802
+1
| +0.1% | +$349 | 0.07% | 176 |
|
|
2019
Q1 | $279K | Buy |
801
+2
| +0.3% | +$673 | 0.06% | 169 |
|
|
2018
Q4 | $249K | Buy |
799
+109
| +16% | +$36.3K | 0.06% | 181 |
|
|
2018
Q3 | $254K | Buy |
+690
| New | +$253K | 0.06% | 200 |
|
|
2018
Q2 | – | Sell |
-105
| Closed | -$36K | – | 467 |
|
|
2018
Q1 | $36K | Hold |
105
| – | – | 0.01% | 355 |
|
|
2017
Q4 | $36K | Hold |
105
| – | – | 0.01% | 331 |
|
|
2017
Q3 | $34K | Buy |
+105
| New | +$33.4K | 0.01% | 388 |
|
|
2017
Q2 | – | Sell |
-105
| Closed | -$33K | – | 608 |
|
|
2017
Q1 | $33K | Hold |
105
| – | – | 0.01% | 424 |
|
|
2016
Q4 | $33K | Hold |
105
| – | – | 0.01% | 403 |
|
|
2016
Q3 | $30K | Buy |
+105
| New | +$29.6K | 0.01% | 354 |
|
Other funds holding MDY
Perigon Wealth Management's MDY Position: Q1 2026 in Review
Perigon Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q1 2026, buying an estimated $95.1K and bringing the position to 7,794 shares worth $4.81M. The position accounts for 0.09% of the portfolio, ranked #225.
Perigon Wealth Management first reported a position in MDY in Q3 2016 and has held it in 37 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Perigon Wealth Management held 7,794 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.81M as of Q1 2026.
- Perigon Wealth Management bought 150 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $95.1K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #225 holding.
- Perigon Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and has held it in 37 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.