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

Wedmont Private Capital’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	$503K	Buy	754 +188	+33%	+$129K	0.01%	594
2026 Q2	$390K	Hold	566	–	–	0.01%	647
2026 Q1	$364K	Buy	566 +1	+0.2%	+$634	0.01%	602
2025 Q4	$352K	Hold	565	–	–	0.01%	594
2025 Q3	$336K	Buy	565 +41	+8%	+$24.1K	0.01%	590
2025 Q2	$305K	Hold	524	–	–	0.01%	566
2025 Q1	$261K	Hold	524	–	–	0.01%	554
2024 Q4	$296K	Hold	524	–	–	0.02%	538
2024 Q3	$296K	Hold	524	–	–	0.02%	509
2024 Q2	$289K	Hold	524	–	–	0.02%	505
2024 Q1	$288K	Hold	524	–	–	0.02%	463
2023 Q4	$263K	Buy	+524	New	+$243K	0.02%	462

Other funds holding MDY

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

MPWT

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

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Wedmont Private Capital's MDY Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 33% in Q3 2026, buying an estimated $129K and bringing the position to 754 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #594.

Wedmont Private Capital first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Wedmont Private Capital held 754 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $503K as of Q3 2026.
Wedmont Private Capital bought 188 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $129K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #594 holding.
Wedmont Private Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.