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

Watershed Private 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 Q2	$492K	Hold	699	–	–	0.14%	85
2026 Q1	$431K	Sell	699 -3	-0.4%	-$1.9K	0.13%	82
2025 Q4	$424K	Hold	702	–	–	0.13%	84
2025 Q3	$418K	Sell	702 -3	-0.4%	-$1.76K	0.13%	80
2025 Q2	$399K	Hold	705	–	–	0.15%	76
2025 Q1	$376K	Sell	705 -12	-2%	-$6.81K	0.15%	79
2024 Q4	$408K	Sell	717 -15	-2%	-$8.79K	0.16%	76
2024 Q3	$417K	Sell	732 -414	-36%	-$228K	0.17%	73
2024 Q2	$613K	Sell	1,146 -522	-31%	-$281K	0.26%	65
2024 Q1	$928K	Sell	1,668 -1,725	-51%	-$894K	0.41%	51
2023 Q4	$1.72M	Buy	3,393 +720	+27%	+$334K	0.95%	33
2023 Q3	$1.22M	Sell	2,673 -17	-0.6%	-$8.15K	0.75%	41
2023 Q2	$1.29M	Sell	2,690 -17	-0.6%	-$7.74K	0.78%	36
2023 Q1	$1.24M	Buy	2,707 +17	+0.6%	+$7.92K	0.84%	38
2022 Q4	$1.19M	Buy	+2,690	New	+$1.19M	0.9%	35

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

Watershed Private Wealth's MDY Position: Q2 2026 in Review

Watershed Private Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 699 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #85.

Watershed Private Wealth first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2023. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Watershed Private Wealth held 699 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $492K as of Q2 2026.
Watershed Private Wealth 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 0.14% of Watershed Private Wealth's portfolio in Q2 2026, its #85 holding.
Watershed Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.72M in Q4 2023.
1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.