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

Private 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	$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

CCA

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

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

Private Wealth Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,887 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #26.

Private Wealth Group first reported a position in MDY in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.64M in Q4 2017. 709 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Private Wealth Group held 1,887 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.33M as of Q2 2026.
Private Wealth Group 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 0.51% of Private Wealth Group's portfolio in Q2 2026, its #26 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 35 quarters since.
Private Wealth Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.64M in Q4 2017.
709 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.