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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
Q3 		$914K Sell
1,392
-49
-3% -$33.7K 0.15% 72
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

Pettinga Financial Advisors's MDY Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q3 2026, selling an estimated $33.7K and leaving 1,392 shares worth $914K. The position accounts for 0.15% of the portfolio, ranked #72.

Pettinga Financial Advisors first reported a position in MDY in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.2M in Q2 2021. 182 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Pettinga Financial Advisors held 1,392 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $914K as of Q3 2026.
  • Pettinga Financial Advisors sold 49 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $33.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Pettinga Financial Advisors's portfolio in Q3 2026, its #72 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 32 quarters since.
  • Pettinga Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.2M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.