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

SteelPeak Wealth’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	$1.19M	Hold	1,687	–	–	0.03%	291
2026 Q1	$1.04M	Hold	1,687	–	–	0.03%	283
2025 Q4	$1.02M	Buy	1,687 +1,300	+336%	+$778K	0.03%	271
2025 Q3	$231K	Hold	387	–	–	0.01%	512
2025 Q2	$220K	Buy	387 +10	+3%	+$5.37K	0.01%	481
2025 Q1	$202K	Buy	+377	New	+$214K	0.01%	491
2023 Q4	–	Sell	-706	Closed	-$324K	–	483
2023 Q3	$324K	Buy	706 +81	+13%	+$38.8K	0.02%	320
2023 Q2	$300K	Sell	625 -15	-2%	-$6.83K	0.02%	324
2023 Q1	$294K	Sell	640 -753	-54%	-$351K	0.02%	307
2022 Q4	$619K	Buy	1,393 +109	+8%	+$48.2K	0.05%	217
2022 Q3	$518K	Buy	1,284 +13	+1%	+$5.74K	0.04%	241
2022 Q2	$527K	Buy	1,271 +2	+0.2%	+$903	0.04%	246
2022 Q1	$622K	Buy	1,269 +102	+9%	+$49.6K	0.04%	247
2021 Q4	$604K	Buy	1,167 +117	+11%	+$59.5K	0.03%	229
2021 Q3	$505K	Hold	1,050	–	–	0.03%	249
2021 Q2	$515K	Sell	1,050 -3	-0.3%	-$1.48K	0.04%	264
2021 Q1	$501K	Buy	1,053 +51	+5%	+$23.3K	0.04%	228
2020 Q4	$421K	Buy	1,002 +20	+2%	+$7.7K	0.04%	227
2020 Q3	$333K	Sell	982 -378	-28%	-$129K	0.04%	203
2020 Q2	$441K	Buy	+1,360	New	+$412K	0.06%	171

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SteelPeak Wealth's MDY Position: Q2 2026 in Review

SteelPeak Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,687 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #291.

SteelPeak Wealth first reported a position in MDY in Q2 2020 and has held it in 20 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

SteelPeak Wealth held 1,687 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.19M as of Q2 2026.
SteelPeak Wealth 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 SteelPeak Wealth's portfolio in Q2 2026, its #291 holding.
SteelPeak Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and has held it in 20 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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