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 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

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

Weaver Consulting Group's MDY Position: Q2 2026 in Review

Weaver Consulting Group opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 370 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in MDY as recently as Q3 2020.

Weaver Consulting Group first reported a position in MDY in Q1 2019 and has held it in 8 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Weaver Consulting Group held 370 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $260K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Weaver Consulting Group position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #250 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 8 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 Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.