Weaver Consulting Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Weaver Consulting Group’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	$243K	Hold	370	–	–	0.05%	269
2026 Q2	$260K	Buy	+370	New	+$248K	0.05%	250
2020 Q4	–	Sell	-110	Closed	-$37K	–	591
2020 Q3	$37K	Hold	110	–	–	0.02%	303
2020 Q2	$36K	Hold	110	–	–	0.02%	301
2020 Q1	$29K	Hold	110	–	–	0.02%	281
2019 Q4	$39K	Buy	110 +33	+43%	+$11.9K	0.02%	268
2019 Q3	$28K	Hold	77	–	–	0.01%	293
2019 Q2	$27K	Hold	77	–	–	0.01%	299
2019 Q1	$27K	Buy	+77	New	+$25.9K	0.01%	640

Other funds holding MDY

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Weaver Consulting Group's MDY Position: Q3 2026 in Review

Weaver Consulting Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 370 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #269.

Weaver Consulting Group first reported a position in MDY in Q1 2019 and has held it in 9 quarters since. The position peaked at $260K in Q2 2026. 535 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Weaver Consulting Group held 370 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $243K as of Q3 2026.
Weaver Consulting Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #269 holding.
Weaver Consulting Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 9 quarters since.
Weaver Consulting Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $260K in Q2 2026.
535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.