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

Rockwood Wealth Management’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	$281K	Hold	400	–	–	0.02%	110
2026 Q1	$247K	Hold	400	–	–	0.02%	106
2025 Q4	$241K	Hold	400	–	–	0.02%	101
2025 Q3	$238K	Hold	400	–	–	0.02%	94
2025 Q2	$227K	Hold	400	–	–	0.02%	92
2025 Q1	$213K	Hold	400	–	–	0.02%	90
2024 Q4	$227K	Hold	400	–	–	0.02%	84
2024 Q3	$228K	Hold	400	–	–	0.03%	79
2024 Q2	$214K	Hold	400	–	–	0.03%	78
2024 Q1	$223K	Hold	400	–	–	0.03%	78
2023 Q4	$203K	Buy	+400	New	+$186K	0.03%	75
2022 Q1	–	Sell	-400	Closed	-$207K	–	101
2021 Q4	$207K	Buy	+400	New	+$204K	0.09%	114

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

Rockwood Wealth Management's MDY Position: Q2 2026 in Review

Rockwood Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 400 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #110.

Rockwood Wealth Management first reported a position in MDY in Q4 2021 and has held it in 12 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Rockwood Wealth Management held 400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $281K as of Q2 2026.
Rockwood Wealth Management 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 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #110 holding.
Rockwood Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 12 quarters since.
761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.