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

Sheets Smith 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 Q3	$266K	Hold	406	–	–	0.03%	355
2026 Q2	$285K	Hold	406	–	–	0.03%	356
2026 Q1	$250K	Buy	+406	New	+$257K	0.03%	366
2025 Q4	–	Sell	-406	Closed	-$242K	–	407
2025 Q3	$242K	Hold	406	–	–	0.03%	375
2025 Q2	$230K	Buy	406 +1	+0.2%	+$537	0.03%	380
2025 Q1	$216K	Hold	405	–	–	0.03%	340
2024 Q4	$231K	Hold	405	–	–	0.03%	353
2024 Q3	$231K	Hold	405	–	–	0.03%	346
2024 Q2	$217K	Sell	405 -15	-4%	-$8.07K	0.03%	355
2024 Q1	$234K	Sell	420 -41	-9%	-$21.2K	0.03%	351
2023 Q4	$234K	Buy	+461	New	+$214K	0.03%	315
2018 Q3	–	Sell	-1,800	Closed	-$639K	–	345
2018 Q2	$639K	Hold	1,800	–	–	0.15%	161
2018 Q1	$615K	Hold	1,800	–	–	0.15%	165
2017 Q4	$622K	Hold	1,800	–	–	0.15%	173
2017 Q3	$587K	Sell	1,800 -7	-0.4%	-$2.22K	0.15%	173
2017 Q2	$574K	Hold	1,807	–	–	0.15%	158
2017 Q1	$565K	Buy	1,807 +2	+0.1%	+$621	0.15%	173
2016 Q4	$545K	Sell	1,805 -6	-0.3%	-$1.73K	0.15%	179
2016 Q3	$511K	Buy	1,811 +6	+0.3%	+$1.69K	0.14%	178
2016 Q2	$491K	Hold	1,805	–	–	0.14%	178
2016 Q1	$474K	Buy	1,805 +5	+0.3%	+$1.22K	0.15%	154
2015 Q4	$457K	Buy	+1,800	New	+$468K	0.14%	160
2015 Q3	–	Sell	-1,800	Closed	-$492K	–	227
2015 Q2	$492K	Hold	1,800	–	–	0.13%	166
2015 Q1	$499K	Hold	1,800	–	–	0.14%	167
2014 Q4	$475K	Hold	1,800	–	–	0.12%	173
2014 Q3	$449K	Hold	1,800	–	–	0.12%	173
2014 Q2	$469K	Hold	1,800	–	–	0.13%	180
2014 Q1	$451K	Hold	1,800	–	–	0.13%	180
2013 Q4	$440K	Buy	+1,800	New	+$423K	0.12%	186

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

Sheets Smith Wealth Management's MDY Position: Q3 2026 in Review

Sheets Smith Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 406 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #355.

Sheets Smith Wealth Management first reported a position in MDY in Q4 2013 and has held it in 29 quarters since. The position peaked at $639K in Q2 2018. 488 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Sheets Smith Wealth Management held 406 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $266K as of Q3 2026.
Sheets Smith Wealth Management 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 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #355 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 29 quarters since.
Sheets Smith Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $639K in Q2 2018.
488 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.