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

Summit 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 		$1.84M Sell
2,613
-81
-3% -$54.2K 0.26% 74
2026
Q1 		$1.66M Buy
2,694
+627
+30% +$397K 0.26% 74
2025
Q4 		$1.25M Sell
2,067
-1,165
-36% -$697K 0.23% 72
2025
Q3 		$1.93M Sell
3,232
-40
-1% -$23.5K 0.35% 55
2025
Q2 		$1.85M Sell
3,272
-36
-1% -$19.3K 0.35% 52
2025
Q1 		$1.77M Sell
3,308
-18
-0.5% -$10.2K 0.36% 56
2024
Q4 		$1.89M Sell
3,326
-3,152
-49% -$1.85M 0.39% 54
2024
Q3 		$3.69M Sell
6,478
-17
-0.3% -$9.37K 0.71% 36
2024
Q2 		$3.48M Sell
6,495
-95
-1% -$51.1K 0.72% 35
2024
Q1 		$3.67M Sell
6,590
-4
-0.1% -$2.07K 0.78% 31
2023
Q4 		$3.35M Hold
6,594
– – 0.78% 32
2023
Q3 		$3.01M Sell
6,594
-99
-1% -$47.4K 0.77% 31
2023
Q2 		$3.21M Hold
6,693
– – 0.8% 30
2023
Q1 		$3.07M Buy
6,693
+1
+0% +$466 0.79% 30
2022
Q4 		$2.96M Sell
6,692
-17
-0.3% -$7.52K 0.79% 29
2022
Q3 		$2.69M Sell
6,709
-30
-0.4% -$13.3K 0.76% 33
2022
Q2 		$2.79M Sell
6,739
-14
-0.2% -$6.32K 0.75% 32
2022
Q1 		$3.31M Sell
6,753
-44
-0.6% -$21.4K 0.75% 29
2021
Q4 		$3.52M Buy
6,797
+4
+0.1% +$2.04K 0.75% 30
2021
Q3 		$3.27M Buy
6,793
+1
+0% +$491 0.77% 30
2021
Q2 		$3.34M Buy
6,792
+1
+0% +$493 0.8% 30
2021
Q1 		$3.23M Sell
6,791
-32
-0.5% -$14.6K 0.83% 30
2020
Q4 		$2.86M Sell
6,823
-43
-0.6% -$16.6K 0.78% 30
2020
Q3 		$2.33M Sell
6,866
-220
-3% -$75.1K 0.7% 32
2020
Q2 		$2.3M Buy
7,086
+559
+9% +$170K 0.74% 32
2020
Q1 		$1.72M Buy
6,527
+852
+15% +$289K 0.7% 30
2019
Q4 		$2.13M Buy
+5,675
New +$2.05M 0.74% 31

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Summit Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3% in Q2 2026, selling an estimated $54.2K and leaving 2,613 shares worth $1.84M. The position accounts for 0.26% of the portfolio, ranked #74.

Summit Wealth Partners first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.69M in Q3 2024. 851 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Summit Wealth Partners held 2,613 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.84M as of Q2 2026.
  • Summit Wealth Partners sold 81 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $54.2K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Summit Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Summit Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.69M in Q3 2024.
  • 851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.