Pettyjohn Wood & White’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Pettyjohn Wood & White’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	$1.25M	Sell	1,775 -15	-0.8%	-$10K	0.18%	88
2026 Q1	$1.1M	Hold	1,790	–	–	0.18%	91
2025 Q4	$1.08M	Hold	1,790	–	–	0.17%	91
2025 Q3	$1.07M	Hold	1,790	–	–	0.18%	92
2025 Q2	$1.01M	Hold	1,790	–	–	0.18%	90
2025 Q1	$955K	Hold	1,790	–	–	0.18%	87
2024 Q4	$1.02M	Hold	1,790	–	–	0.19%	86
2024 Q3	$1.02M	Sell	1,790 -145	-7%	-$79.9K	0.19%	85
2024 Q2	$1.04M	Buy	+1,935	New	+$1.04M	0.2%	81

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

Pettyjohn Wood & White's MDY Position: Q2 2026 in Review

Pettyjohn Wood & White reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.84% in Q2 2026, selling an estimated $10K and leaving 1,775 shares worth $1.25M. The position accounts for 0.18% of the portfolio, ranked #88.

Pettyjohn Wood & White first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pettyjohn Wood & White held 1,775 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.25M as of Q2 2026.
Pettyjohn Wood & White sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Pettyjohn Wood & White's portfolio in Q2 2026, its #88 holding.
Pettyjohn Wood & White first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.