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

Accredited 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
2025
Q3 		$92.6K Buy
576
+421
+272% +$247K 0.07% 103
2025
Q2 		$88.1K Sell
155
-9
-5% -$4.83K 0.07% 105
2025
Q1 		$87.7K Buy
164
+9
+6% +$5.11K 0.07% 98
2024
Q4 		$88.6K Buy
+155
New +$90.9K 0.08% 108

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Wealth Management's MDY Position: Q3 2025 in Review

Accredited Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 272% in Q3 2025, buying an estimated $247K and bringing the position to 576 shares worth $92.6K. The position accounts for 0.07% of the portfolio, ranked #103.

Accredited Wealth Management first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

  • Accredited Wealth Management held 576 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $92.6K as of Q3 2025.
  • Accredited Wealth Management bought 421 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $247K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Accredited Wealth Management's portfolio in Q3 2025, its #103 holding.
  • Accredited Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 4 quarters since.
  • 1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.