TritonPoint Wealth
MDY icon

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

TritonPoint 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 		$946K Sell
1,440
-17
-1% -$11.7K 0.09% 132
2026
Q2 		$1.02M Hold
1,457
– – 0.1% 126
2026
Q1 		$901K Hold
1,457
– – 0.1% 126
2025
Q4 		$882K Hold
1,457
– – 0.09% 134
2025
Q3 		$871K Sell
1,457
-165
-10% -$96.8K 0.07% 166
2025
Q2 		$922K Sell
1,622
-16
-1% -$8.59K 0.09% 160
2025
Q1 		$876K Hold
1,638
– – 0.08% 166
2024
Q4 		$936K Buy
1,638
+63
+4% +$36.9K 0.08% 154
2024
Q3 		$899K Buy
1,575
+45
+3% +$24.8K 0.08% 158
2024
Q2 		$822K Hold
1,530
– – 0.08% 159
2024
Q1 		$790K Sell
1,530
-22
-1% -$11.4K 0.08% 160
2023
Q4 		$790K Buy
+1,552
New +$721K 0.08% 164

Other funds holding MDY

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TritonPoint Wealth's MDY Position: Q3 2026 in Review

TritonPoint Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q3 2026, selling an estimated $11.7K and leaving 1,440 shares worth $946K. The position accounts for 0.09% of the portfolio, ranked #132.

TritonPoint Wealth first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2026. 793 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • TritonPoint Wealth held 1,440 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $946K as of Q3 2026.
  • TritonPoint Wealth sold 17 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $11.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of TritonPoint Wealth's portfolio in Q3 2026, its #132 holding.
  • TritonPoint Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • TritonPoint Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.02M in Q2 2026.
  • 793 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.