Private Wealth Group’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
Q3 | $1.24M | Hold |
1,887
| – | – | 0.47% | 24 |
|
|
2026
Q2 | $1.33M | Hold |
1,887
| – | – | 0.51% | 26 |
|
|
2026
Q1 | $1.16M | Hold |
1,887
| – | – | 0.54% | 27 |
|
|
2025
Q4 | $1.14M | Hold |
1,887
| – | – | 0.55% | 28 |
|
|
2025
Q3 | $1.12M | Hold |
1,887
| – | – | 0.56% | 28 |
|
|
2025
Q2 | $1.07M | Hold |
1,887
| – | – | 0.57% | 26 |
|
|
2025
Q1 | $1.01M | Hold |
1,887
| – | – | 0.59% | 25 |
|
|
2024
Q4 | $1.07M | Hold |
1,887
| – | – | 0.53% | 32 |
|
|
2024
Q3 | $1.07M | Hold |
1,887
| – | – | 0.54% | 31 |
|
|
2024
Q2 | $1.01M | Hold |
1,887
| – | – | 0.53% | 30 |
|
|
2024
Q1 | $1.05M | Hold |
1,887
| – | – | 0.54% | 31 |
|
|
2023
Q4 | $957K | Hold |
1,887
| – | – | 0.54% | 28 |
|
|
2023
Q3 | $862K | Hold |
1,887
| – | – | 0.56% | 29 |
|
|
2023
Q2 | $904K | Hold |
1,887
| – | – | 0.93% | 26 |
|
|
2023
Q1 | $865K | Hold |
1,887
| – | – | 1.19% | 27 |
|
|
2022
Q4 | $836K | Hold |
1,887
| – | – | 1.19% | 26 |
|
|
2022
Q3 | $758K | Hold |
1,887
| – | – | 1.18% | 25 |
|
|
2022
Q2 | $780K | Hold |
1,887
| – | – | 0.97% | 26 |
|
|
2022
Q1 | $925K | Hold |
1,887
| – | – | 0.68% | 27 |
|
|
2021
Q4 | $977K | Hold |
1,887
| – | – | 0.66% | 25 |
|
|
2021
Q3 | $907K | Hold |
1,887
| – | – | 0.6% | 28 |
|
|
2021
Q2 | $927K | Hold |
1,887
| – | – | 0.61% | 26 |
|
|
2021
Q1 | $898K | Hold |
1,887
| – | – | 0.64% | 24 |
|
|
2020
Q4 | $792K | Hold |
1,887
| – | – | 0.66% | 20 |
|
|
2020
Q3 | $639K | Hold |
1,887
| – | – | 0.52% | 20 |
|
|
2020
Q2 | $612K | Hold |
1,887
| – | – | 0.5% | 16 |
|
|
2020
Q1 | $496K | Sell |
1,887
-10,182
| -84% | -$3.45M | 0.58% | 19 |
|
|
2019
Q4 | $4.53M | Sell |
12,069
-195
| -2% | -$70.5K | 4.71% | 7 |
|
|
2019
Q3 | $4.32M | Buy |
12,264
+91
| +0.7% | +$31.9K | 3.87% | 7 |
|
|
2019
Q2 | $4.32M | Buy |
12,173
+6,060
| +99% | +$2.12M | 3.93% | 7 |
|
|
2019
Q1 | $2.11M | Buy |
6,113
+525
| +9% | +$177K | 1.94% | 15 |
|
|
2018
Q4 | $1.69M | Sell |
5,588
-6,735
| -55% | -$2.24M | 1.66% | 11 |
|
|
2018
Q3 | $4.53M | Sell |
12,323
-64
| -0.5% | -$23.4K | 4.66% | 8 |
|
|
2018
Q2 | $4.4M | Buy |
12,387
+362
| +3% | +$127K | 4.19% | 7 |
|
|
2018
Q1 | $4.11M | Sell |
12,025
-1,414
| -11% | -$492K | 6.99% | 6 |
|
|
2017
Q4 | $4.64M | Buy |
+13,439
| New | +$4.53M | 5.35% | 5 |
|
Other funds holding MDY
Private Wealth Group's MDY Position: Q3 2026 in Review
Private Wealth Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 1,887 shares worth $1.24M. The position accounts for 0.47% of the portfolio, ranked #24.
Private Wealth Group first reported a position in MDY in Q4 2017 and has held it in 36 quarters since. The position peaked at $4.64M in Q4 2017. 679 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- Private Wealth Group held 1,887 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.24M as of Q3 2026.
- Private Wealth Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.47% of Private Wealth Group's portfolio in Q3 2026, its #24 holding.
- Private Wealth Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 36 quarters since.
- Private Wealth Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.64M in Q4 2017.
- 679 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.