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

Precedent Wealth Partners’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	$4.14M	Hold	5,880	–	–	0.69%	42
2026 Q1	$3.63M	Sell	5,880 -6	-0.1%	-$3.8K	0.73%	37
2025 Q4	$3.55M	Sell	5,886 -65	-1%	-$38.9K	0.74%	37
2025 Q3	$3.55M	Hold	5,951	–	–	0.78%	32
2025 Q2	$3.37M	Hold	5,951	–	–	0.83%	29
2025 Q1	$3.17M	Buy	5,951 +429	+8%	+$244K	0.88%	26
2024 Q4	$3.15M	Buy	5,522 +831	+18%	+$487K	1.03%	22
2024 Q3	$2.67M	Hold	4,691	–	–	0.88%	32
2024 Q2	$2.51M	Hold	4,691	–	–	1.01%	24
2024 Q1	$2.61M	Buy	4,691 +118	+3%	+$61.1K	1.12%	15
2023 Q4	$2.32M	Buy	+4,573	New	+$2.12M	1.18%	13

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Precedent Wealth Partners's MDY Position: Q2 2026 in Review

Precedent Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 5,880 shares worth $4.14M. The position accounts for 0.69% of the portfolio, ranked #42.

Precedent Wealth Partners first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Precedent Wealth Partners held 5,880 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.14M as of Q2 2026.
Precedent Wealth Partners 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 0.69% of Precedent Wealth Partners's portfolio in Q2 2026, its #42 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 11 quarters since.
473 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.