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

Peterson Wealth Management’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 		$1.55M Buy
2,518
+23
+0.9% +$14.6K 0.9% 22
2025
Q4 		$1.5M Sell
2,495
-22
-0.9% -$13.2K 1.12% 19
2025
Q3 		$1.5M Sell
2,517
-940
-27% -$552K 1.04% 24
2025
Q2 		$1.96M Buy
3,457
+1,641
+90% +$881K 1.16% 25
2025
Q1 		$969K Buy
1,816
+60
+3% +$34.1K 0.65% 33
2024
Q4 		$1M Buy
1,756
+65
+4% +$38.1K 0.6% 34
2024
Q3 		$963K Sell
1,691
-344
-17% -$190K 0.62% 34
2024
Q2 		$1.09M Sell
2,035
-153
-7% -$82.3K 0.67% 37
2024
Q1 		$1.22M Sell
2,188
-61
-3% -$31.6K 0.88% 38
2023
Q4 		$1.14M Buy
2,249
+565
+34% +$262K 1.03% 32
2023
Q3 		$769K Buy
1,684
+567
+51% +$272K 0.63% 39
2023
Q2 		$535K Buy
+1,117
New +$509K 0.42% 44
2022
Q2 		– Sell
-871
Closed -$427K – 52
2022
Q1 		$427K Sell
871
-484
-36% -$235K 0.29% 54
2021
Q4 		$701K Buy
1,355
+55
+4% +$28K 0.47% 48
2021
Q3 		$625K Buy
1,300
+63
+5% +$30.9K 0.48% 48
2021
Q2 		$607K Buy
+1,237
New +$610K 0.47% 48

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peterson Wealth Management's MDY Position: Q1 2026 in Review

Peterson Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.92% in Q1 2026, buying an estimated $14.6K and bringing the position to 2,518 shares worth $1.55M. The position accounts for 0.9% of the portfolio, ranked #22.

Peterson Wealth Management first reported a position in MDY in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.96M in Q2 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Peterson Wealth Management held 2,518 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.55M as of Q1 2026.
  • Peterson Wealth Management bought 23 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $14.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.9% of Peterson Wealth Management's portfolio in Q1 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 16 quarters since.
  • Peterson Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.96M in Q2 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.