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 Q2	$626K	Sell	890 -54	-6%	-$36.2K	0.16%	89
2026 Q1	$582K	Sell	944 -184	-16%	-$117K	0.16%	84
2025 Q4	$681K	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

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

Stone Summit Wealth's MDY Position: Q2 2026 in Review

Stone Summit Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.7% in Q2 2026, selling an estimated $36.2K and leaving 890 shares worth $626K. The position accounts for 0.16% of the portfolio, ranked #89.

Stone Summit Wealth first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Stone Summit Wealth held 890 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $626K as of Q2 2026.
Stone Summit Wealth sold 54 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $36.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of Stone Summit Wealth's portfolio in Q2 2026, its #89 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 10 quarters since.
Stone Summit Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.49M in Q4 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.