PWS
MDY icon

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

Peterson Wealth Services’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
Q2 		$1.46M Buy
2,081
+312
+18% +$209K 0.32% 62
2026
Q1 		$1.09M Buy
1,769
+254
+17% +$161K 0.27% 66
2025
Q4 		$914K Buy
1,515
+990
+189% +$592K 0.23% 69
2025
Q3 		$751K Sell
525
-733
-58% -$430K 0.19% 79
2025
Q2 		$713K Buy
1,258
+11
+0.9% +$5.9K 0.2% 80
2025
Q1 		$665K Sell
1,247
-5,100
-80% -$2.9M 0.21% 69
2024
Q4 		$3.62M Buy
+6,347
New +$3.72M 1.09% 22

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Peterson Wealth Services's MDY Position: Q2 2026 in Review

Peterson Wealth Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 18% in Q2 2026, buying an estimated $209K and bringing the position to 2,081 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #62.

Peterson Wealth Services first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.62M in Q4 2024. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Peterson Wealth Services held 2,081 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.46M as of Q2 2026.
  • Peterson Wealth Services bought 312 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $209K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of Peterson Wealth Services's portfolio in Q2 2026, its #62 holding.
  • Peterson Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Peterson Wealth Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.62M in Q4 2024.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.