PKS Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.34M Sell
3,795
-41
-1% -$26K 0.54% 37
2025
Q4
$2.31M Sell
3,836
-106
-3% -$63.4K 0.53% 39
2025
Q3
$2.33M Sell
3,942
-188
-5% -$110K 0.49% 39
2025
Q2
$2.34M Sell
4,130
-75
-2% -$40.3K 0.58% 32
2025
Q1
$2.24M Sell
4,205
-658
-14% -$374K 0.61% 33
2024
Q4
$2.77M Buy
+4,863
New +$2.85M 0.69% 26

Other funds holding MDY

PKS Advisory Services's MDY Position: Q1 2026 in Review

PKS Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q1 2026, selling an estimated $26K and leaving 3,795 shares worth $2.34M. The position accounts for 0.54% of the portfolio, ranked #37.

PKS Advisory Services first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • PKS Advisory Services held 3,795 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.34M as of Q1 2026.
  • PKS Advisory Services sold 41 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $26K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.54% of PKS Advisory Services's portfolio in Q1 2026, its #37 holding.
  • PKS Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.77M in Q4 2024.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.