Waverly Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Waverly Advisors's MDY Position: Q2 2026 in Review
Waverly Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q2 2026, buying an estimated $1.27M and bringing the position to 14,018 shares worth $9.86M. The position accounts for 0.06% of the portfolio, ranked #300.
Waverly Advisors first reported a position in MDY in Q3 2013 and has held it in 17 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Waverly Advisors held 14,018 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.86M as of Q2 2026.
- Waverly Advisors bought 1,893 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.27M.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #300 holding.
- Waverly Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 17 quarters since.
- 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.