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

Physician Wealth 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 		$29.5K Hold
42
– – ﹤0.01% 557
2026
Q1 		$25.9K Hold
42
– – ﹤0.01% 565
2025
Q4 		$25.3K Sell
42
-8
-16% -$4.79K ﹤0.01% 532
2025
Q3 		$29.8K Hold
50
– – ﹤0.01% 484
2025
Q2 		$28.3K Hold
50
– – ﹤0.01% 456
2025
Q1 		$26.7K Hold
50
– – ﹤0.01% 438
2024
Q4 		$28.5K Buy
+50
New +$29.3K ﹤0.01% 444

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Physician Wealth Advisors's MDY Position: Q2 2026 in Review

Physician Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 42 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Physician Wealth Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.8K in Q3 2025. 413 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Physician Wealth Advisors held 42 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $29.5K as of Q2 2026.
  • Physician Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #557 holding.
  • Physician Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $29.8K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.