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

Stone Summit 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 Q3	$556K	Sell	846 -44	-5%	-$30.3K	0.15%	87
2026 Q2	$626K	Sell	890 -54	-6%	-$36.2K	0.16%	89
2026 Q1	$582K	Sell	944 -184	-16%	-$117K	0.16%	84
2025 Q4	$680K	Sell	1,128 -55	-5%	-$32.9K	0.18%	80
2025 Q3	$705K	Sell	1,183 -480	-29%	-$282K	0.2%	80
2025 Q2	$942K	Sell	1,663 -2,771	-62%	-$1.49M	0.29%	74
2025 Q1	$2.37M	Buy	4,434 +55	+1%	+$31.2K	0.8%	44
2024 Q4	$2.49M	Buy	4,379 +488	+13%	+$286K	0.84%	39
2024 Q3	$2.22M	Buy	3,891 +1,132	+41%	+$624K	0.72%	47
2024 Q2	$1.48M	Buy	2,759 +490	+22%	+$263K	0.53%	57
2024 Q1	$1.26M	Buy	+2,269	New	+$1.18M	0.44%	66

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 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

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Stone Summit Wealth's MDY Position: Q3 2026 in Review

Stone Summit Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.9% in Q3 2026, selling an estimated $30.3K and leaving 846 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #87.

Stone Summit Wealth first reported a position in MDY in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.49M in Q4 2024. 358 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Stone Summit Wealth held 846 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $556K as of Q3 2026.
Stone Summit Wealth sold 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $30.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Stone Summit Wealth's portfolio in Q3 2026, its #87 holding.
Stone Summit Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 11 quarters since.
Stone Summit Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.49M in Q4 2024.
358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.