Petix & Botte Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Petix & Botte Financial’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	$894K	Sell	725 -725	-50%	-$459K	0.2%	65
2025 Q4	$875K	Hold	1,450	–	–	0.2%	64
2025 Q3	$864K	Hold	1,450	–	–	0.2%	65
2025 Q2	$821K	Hold	1,450	–	–	0.2%	64
2025 Q1	$774K	Hold	1,450	–	–	0.2%	66
2024 Q4	$826K	Hold	1,450	–	–	0.22%	66
2024 Q3	$826K	Hold	1,450	–	–	0.22%	58
2024 Q2	$776K	Buy	1,450 +630	+77%	+$339K	0.22%	58
2024 Q1	$456K	Sell	820 -820	-50%	-$425K	0.11%	95
2023 Q4	$832K	Hold	1,640	–	–	0.24%	51
2023 Q3	$749K	Hold	1,640	–	–	0.24%	52
2023 Q2	$785K	Buy	1,640 +820	+100%	+$373K	0.24%	52
2023 Q1	$376K	Buy	+820	New	+$382K	0.25%	53
2022 Q3	$365K	Hold	908	–	–	0.28%	53
2022 Q2	$375K	Sell	908 -908	-50%	-$410K	0.28%	52
2022 Q1	$891K	Buy	1,816 +898	+98%	+$437K	0.27%	48
2021 Q4	$475K	Sell	918 -918	-50%	-$467K	0.3%	50
2021 Q3	$882K	Buy	1,836 +918	+100%	+$451K	0.3%	50
2021 Q2	$451K	Hold	918	–	–	0.31%	55
2021 Q1	$437K	Hold	918	–	–	0.32%	56
2020 Q4	$385K	Hold	918	–	–	0.29%	60
2020 Q3	$311K	Sell	918 -918	-50%	-$313K	0.25%	62
2020 Q2	$298K	Buy	1,836 +818	+80%	+$248K	0.25%	60
2020 Q1	$268K	Hold	1,018	–	–	0.26%	60
2019 Q4	$383K	Buy	+1,018	New	+$368K	0.3%	55

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Petix & Botte Financial's MDY Position: Q1 2026 in Review

Petix & Botte Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 50% in Q1 2026, selling an estimated $459K and leaving 725 shares worth $894K. The position accounts for 0.2% of the portfolio, ranked #65.

Petix & Botte Financial first reported a position in MDY in Q4 2019 and has held it in 25 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Petix & Botte Financial held 725 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $894K as of Q1 2026.
Petix & Botte Financial sold 725 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $459K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Petix & Botte Financial's portfolio in Q1 2026, its #65 holding.
Petix & Botte Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 25 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 Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.