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

Strategic Wealth Partners’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 		$521K Buy
741
+70
+10% +$46.9K 0.03% 197
2026
Q1 		$414K Buy
671
+92
+16% +$58.3K 0.03% 215
2025
Q4 		$350K Sell
579
-35
-6% -$20.9K 0.02% 246
2025
Q3 		$366K Sell
614
-701
-53% -$411K 0.03% 258
2025
Q2 		$745K Buy
+1,315
New +$706K 0.06% 174
2024
Q4 		$704K Buy
1,205
+153
+15% +$89.7K 0.06% 174
2024
Q3 		$599K Buy
1,052
+28
+3% +$15.4K 0.06% 185
2024
Q2 		$548K Hold
1,024
– – 0.06% 188
2024
Q1 		$570K Sell
1,024
-12
-1% -$6.22K 0.06% 184
2023
Q4 		$526K Hold
1,036
– – 0.06% 179
2023
Q3 		$473K Hold
1,036
– – 0.06% 202
2023
Q2 		$496K Buy
1,036
+18
+2% +$8.2K 0.06% 206
2023
Q1 		$467K Sell
1,018
-56
-5% -$26.1K 0.07% 181
2022
Q4 		$476K Buy
1,074
+33
+3% +$14.6K 0.09% 174
2022
Q3 		$418K Buy
1,041
+15
+1% +$6.63K 0.09% 189
2022
Q2 		$424K Sell
1,026
-426
-29% -$192K 0.09% 167
2022
Q1 		$712K Hold
1,452
– – 0.14% 154
2021
Q4 		$752K Sell
1,452
-177
-11% -$90.1K 0.14% 165
2021
Q3 		$783K Buy
1,629
+76
+5% +$37.3K 0.23% 124
2021
Q2 		$763K Buy
+1,553
New +$766K 0.25% 102
2019
Q4 		– Sell
-28
Closed -$9 – 351
2019
Q3 		$9 Buy
+28
New +$9.81K ﹤0.01% 586
2019
Q2 		– Sell
-214
Closed -$75K – 789
2019
Q1 		$75K Buy
214
+93
+77% +$31.3K 0.03% 201
2018
Q4 		$40K Sell
121
-99
-45% -$33K 0.02% 250
2018
Q3 		$81K Sell
220
-136
-38% -$49.8K 0.04% 193
2018
Q2 		$126K Sell
356
-6,588
-95% -$2.32M 0.07% 174
2018
Q1 		$2.37M Buy
6,944
+6,650
+2,262% +$2.31M 1.22% 17
2017
Q4 		$98K Buy
+294
New +$99.1K 0.05% 183

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Wealth Partners's MDY Position: Q2 2026 in Review

Strategic Wealth Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q2 2026, buying an estimated $46.9K and bringing the position to 741 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #197.

Strategic Wealth Partners first reported a position in MDY in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.37M in Q1 2018. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Strategic Wealth Partners held 741 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $521K as of Q2 2026.
  • Strategic Wealth Partners bought 70 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $46.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 27 quarters since.
  • Strategic Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.37M in Q1 2018.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.