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

49 Wealth Management’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	–	Sell	-548	Closed	-$338K	–	254
2026 Q1	$338K	Sell	548 -2	-0.4%	-$1.27K	0.03%	142
2025 Q4	$332K	Sell	550 -29	-5%	-$17.4K	0.03%	141
2025 Q3	$345K	Buy	+579	New	+$340K	0.03%	130

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

49 Wealth Management's MDY Position: Q2 2026 in Review

49 Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 548 shares — an estimated $338K sold.

49 Wealth Management first reported a position in MDY in Q3 2025 and held it in 3 quarters. The position peaked at $345K in Q3 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

49 Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 548 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $338K.
49 Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and held it in 3 quarters.
49 Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $345K in Q3 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.