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

Pettinga Financial Advisors’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	$1.01M	Sell	1,441 -12	-0.8%	-$8.04K	0.16%	69
2026 Q1	$896K	Sell	1,453 -10	-0.7%	-$6.34K	0.17%	75
2025 Q4	$883K	Sell	1,463 -14	-0.9%	-$8.38K	0.17%	78
2025 Q3	$880K	Sell	1,477 -84	-5%	-$49.3K	0.17%	74
2025 Q2	$884K	Sell	1,561 -75	-5%	-$40.3K	0.19%	69
2025 Q1	$873K	Buy	1,636 +135	+9%	+$76.6K	0.21%	62
2024 Q4	$855K	Buy	1,501 +100	+7%	+$58.6K	0.19%	61
2024 Q3	$798K	Sell	1,401 -50	-3%	-$27.5K	0.19%	58
2024 Q2	$776K	Buy	1,451 +33	+2%	+$17.7K	0.19%	59
2024 Q1	$789K	Buy	1,418 +15	+1%	+$7.77K	0.2%	64
2023 Q4	$712K	Hold	1,403	–	–	0.19%	64
2023 Q3	$641K	Hold	1,403	–	–	0.19%	54
2023 Q2	$672K	Hold	1,403	–	–	0.2%	49
2023 Q1	$643K	Sell	1,403 -38	-3%	-$17.7K	0.2%	51
2022 Q4	$638K	Sell	1,441 -175	-11%	-$77.4K	0.21%	60
2022 Q3	$649K	Sell	1,616 -1	-0.1%	-$442	0.22%	58
2022 Q2	$669K	Sell	1,617 -100	-6%	-$45.2K	0.2%	58
2022 Q1	$842K	Buy	1,717 +200	+13%	+$97.3K	0.21%	60
2021 Q4	$785K	Sell	1,517 -6,919	-82%	-$3.52M	0.19%	66
2021 Q3	$4.06M	Sell	8,436 -110	-1%	-$54K	1.03%	26
2021 Q2	$4.2M	Sell	8,546 -136	-2%	-$67.1K	1.12%	23
2021 Q1	$4.13M	Sell	8,682 -149	-2%	-$67.9K	1.2%	24
2020 Q4	$3.71M	Sell	8,831 -153	-2%	-$58.9K	1.33%	22
2020 Q3	$3.04M	Buy	8,984 +103	+1%	+$35.2K	1.29%	24
2020 Q2	$2.88M	Buy	8,881 +4,858	+121%	+$1.47M	1.39%	21
2020 Q1	$1.06M	Buy	4,023 +235	+6%	+$79.7K	0.71%	27
2019 Q4	$1.42M	Sell	3,788 -5	-0.1%	-$1.81K	0.76%	27
2019 Q3	$1.34M	Sell	3,793 -312	-8%	-$109K	0.72%	28
2019 Q2	$1.46M	Sell	4,105 -203	-5%	-$70.9K	0.76%	26
2019 Q1	$1.49M	Buy	4,308 +131	+3%	+$44.1K	0.8%	24
2018 Q4	$1.26M	Buy	+4,177	New	+$1.39M	0.83%	26

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pettinga Financial Advisors's MDY Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.83% in Q2 2026, selling an estimated $8.04K and leaving 1,441 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #69.

Pettinga Financial Advisors first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.2M in Q2 2021. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pettinga Financial Advisors held 1,441 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.01M as of Q2 2026.
Pettinga Financial Advisors sold 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.04K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of Pettinga Financial Advisors's portfolio in Q2 2026, its #69 holding.
Pettinga Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.2M in Q2 2021.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.