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

Turtle Creek Wealth Advisors’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	$748K	Hold	1,064	–	–	0.04%	203
2026 Q1	$656K	Hold	1,064	–	–	0.05%	192
2025 Q4	$642K	Hold	1,064	–	–	0.05%	205
2025 Q3	$634K	Hold	1,064	–	–	0.06%	189
2025 Q2	$603K	Buy	+1,064	New	+$571K	0.07%	156
2024 Q4	–	Sell	-1,386	Closed	-$790K	–	129
2024 Q3	$790K	Hold	1,386	–	–	0.16%	80
2024 Q2	$742K	Hold	1,386	–	–	0.17%	76
2024 Q1	$771K	Hold	1,386	–	–	0.19%	78
2023 Q4	$703K	Buy	+1,386	New	+$644K	0.21%	79

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

Turtle Creek Wealth Advisors's MDY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,064 shares worth $748K. The position accounts for 0.04% of the portfolio, ranked #203.

Turtle Creek Wealth Advisors first reported a position in MDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $790K in Q3 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Turtle Creek Wealth Advisors held 1,064 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $748K as of Q2 2026.
Turtle Creek Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Turtle Creek Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $790K in Q3 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 Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.