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Torrey-Payne Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Torrey-Payne Wealth Management’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 		$11.2M Buy
15,961
+125
+0.8% +$83.7K 9.23% 4
2026
Q1 		$9.77M Buy
15,836
+36
+0.2% +$22.8K 8.96% 4
2025
Q4 		$10M Buy
+15,800
New +$9.45M 9% 4

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

Torrey-Payne Wealth Management's MDY Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.79% in Q2 2026, buying an estimated $83.7K and bringing the position to 15,961 shares worth $11.2M. The position accounts for 9.23% of the portfolio, ranked #4.

Torrey-Payne Wealth Management first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Torrey-Payne Wealth Management held 15,961 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.2M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 125 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $83.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 9.23% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Torrey-Payne Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 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 Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.