Peterson Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Peterson Wealth Management's MDY Position: Q2 2026 in Review
Peterson Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.75% in Q2 2026, selling an estimated $12.7K and leaving 2,499 shares worth $1.76M. The position accounts for 0.82% of the portfolio, ranked #22.
Peterson Wealth Management first reported a position in MDY in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.96M in Q2 2025. 1,538 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Peterson Wealth Management held 2,499 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.76M as of Q2 2026.
- Peterson Wealth Management sold 19 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $12.7K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.82% of Peterson Wealth Management's portfolio in Q2 2026, its #22 holding.
- Peterson Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and has held it in 17 quarters since.
- Peterson Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.96M in Q2 2025.
- 1,538 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.