Portside Wealth Group
MDY icon

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
Q3 		$910K Buy
1,386
+123
+10% +$84.6K 0.1% 202
2026
Q2 		$888K Buy
+1,263
New +$846K 0.1% 213

Other funds holding MDY

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Portside Wealth Group's MDY Position: Q3 2026 in Review

Portside Wealth Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.7% in Q3 2026, buying an estimated $84.6K and bringing the position to 1,386 shares worth $910K. The position accounts for 0.1% of the portfolio, ranked #202.

Portside Wealth Group first reported a position in MDY in Q2 2026 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Portside Wealth Group held 1,386 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $910K as of Q3 2026.
  • Portside Wealth Group bought 123 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $84.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Portside Wealth Group's portfolio in Q3 2026, its #202 holding.
  • Portside Wealth Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2026 and has held it in 2 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.