Turtle Creek Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Turtle Creek Wealth Advisors's MDY Position: Q1 2026 in Review
Turtle Creek Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,064 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #192.
Turtle Creek Wealth Advisors first reported a position in MDY in Q4 2023 and has held it in 8 quarters since. The position peaked at $790K in Q3 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Turtle Creek Wealth Advisors held 1,064 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $656K as of Q1 2026.
- Turtle Creek Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #192 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 8 quarters since.
- Turtle Creek Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $790K in Q3 2024.
- 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.