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

Smallwood Wealth Investment 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 		$63.3K Hold
90
– – 0.03% 170
2026
Q1 		$55.5K Hold
90
– – 0.03% 169
2025
Q4 		$54.3K Hold
90
– – 0.03% 170
2025
Q3 		$53.6K Hold
90
– – 0.03% 172
2025
Q2 		$51K Hold
90
– – 0.03% 167
2025
Q1 		$48K Buy
+90
New +$51.1K 0.03% 163

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Smallwood Wealth Investment Management's MDY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 90 shares worth $63.3K. The position accounts for 0.03% of the portfolio, ranked #170.

Smallwood Wealth Investment Management first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Smallwood Wealth Investment Management held 90 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $63.3K as of Q2 2026.
  • Smallwood Wealth Investment 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 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #170 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.