Precedent Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Precedent Wealth Partners's MDY Position: Q3 2026 in Review
Precedent Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.19% in Q3 2026, selling an estimated $7.57K and leaving 5,869 shares worth $3.85M. The position accounts for 0.59% of the portfolio, ranked #52.
Precedent Wealth Partners first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.14M in Q2 2026. 579 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- Precedent Wealth Partners held 5,869 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.85M as of Q3 2026.
- Precedent Wealth Partners sold 11 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $7.57K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.59% of Precedent Wealth Partners's portfolio in Q3 2026, its #52 holding.
- Precedent Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
- Precedent Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.14M in Q2 2026.
- 579 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.