Peterson Wealth Services
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
Q3 		$1.5M Buy
2,282
+201
+10% +$138K 0.32% 58
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Peterson Wealth Services's MDY Position: Q3 2026 in Review

Peterson Wealth Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.7% in Q3 2026, buying an estimated $138K and bringing the position to 2,282 shares worth $1.5M. The position accounts for 0.32% of the portfolio, ranked #58.

Peterson Wealth Services first reported a position in MDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.62M in Q4 2024. 927 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Peterson Wealth Services held 2,282 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.5M as of Q3 2026.
  • Peterson Wealth Services bought 201 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $138K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of Peterson Wealth Services's portfolio in Q3 2026, its #58 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 8 quarters since.
  • Peterson Wealth Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.62M in Q4 2024.
  • 927 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.