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

Portside Wealth Group’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 		$888K Buy
+1,263
New +$846K 0.1% 213

Other funds holding MDY

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
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
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Portside Wealth Group's MDY Position: Q2 2026 in Review

Portside Wealth Group opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 1,263 shares worth $888K. The stake represents 0.1% of the portfolio and ranks #213 among its holdings.

291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Portside Wealth Group held 1,263 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $888K as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Portside Wealth Group position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #213 holding.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.