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

Aberdeen 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 Q1	$383K	Sell	621 -80	-11%	-$50.7K	0.17%	105
2025 Q4	$423K	Hold	701	–	–	0.2%	102
2025 Q3	$418K	Hold	701	–	–	0.26%	98
2025 Q2	$397K	Hold	701	–	–	0.26%	99
2025 Q1	$374K	Hold	701	–	–	0.26%	99
2024 Q4	$399K	Hold	701	–	–	0.27%	100
2024 Q3	$399K	Hold	701	–	–	0.26%	101
2024 Q2	$375K	Hold	701	–	–	0.25%	102
2024 Q1	$390K	Hold	701	–	–	0.23%	109
2023 Q4	$356K	Hold	701	–	–	0.26%	107
2023 Q3	$320K	Hold	701	–	–	0.24%	106
2023 Q2	$336K	Hold	701	–	–	0.24%	109
2023 Q1	$321K	Hold	701	–	–	0.24%	109
2022 Q4	$310K	Hold	701	–	–	0.23%	111
2022 Q3	$282K	Hold	701	–	–	0.25%	105
2022 Q2	$290K	Sell	701 -25	-3%	-$11.3K	0.23%	112
2022 Q1	$356K	Hold	726	–	–	0.24%	108
2021 Q4	$376K	Buy	+726	New	+$369K	0.25%	102
2021 Q2	–	Sell	-959	Closed	-$457K	–	143
2021 Q1	$457K	Buy	959 +80	+9%	+$36.5K	0.36%	88
2020 Q4	$369K	Sell	879 -178	-17%	-$68.6K	0.28%	98
2020 Q3	$358K	Buy	+1,057	New	+$361K	0.34%	85
2020 Q2	–	Sell	-1,057	Closed	-$278K	–	135
2020 Q1	$278K	Sell	1,057 -40	-4%	-$13.6K	0.34%	90
2019 Q4	$412K	Buy	+1,097	New	+$397K	0.31%	83

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aberdeen Wealth Management's MDY Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q1 2026, selling an estimated $50.7K and leaving 621 shares worth $383K. The position accounts for 0.17% of the portfolio, ranked #105.

Aberdeen Wealth Management first reported a position in MDY in Q4 2019 and has held it in 23 quarters since. The position peaked at $457K in Q1 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Aberdeen Wealth Management held 621 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $383K as of Q1 2026.
Aberdeen Wealth Management sold 80 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $50.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Aberdeen Wealth Management's portfolio in Q1 2026, its #105 holding.
Aberdeen Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 23 quarters since.
Aberdeen Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $457K in Q1 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.