AWM
MDY icon

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

Activest 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 		$16.9K Hold
24
– – ﹤0.01% 478
2026
Q1 		$14.8K Sell
24
-30
-56% -$19K ﹤0.01% 594
2025
Q4 		$32.8K Hold
54
– – 0.01% 395
2025
Q3 		$32.4K Buy
54
+30
+125% +$17.6K 0.01% 310
2025
Q2 		$13.6K Sell
24
-27
-53% -$14.5K ﹤0.01% 380
2025
Q1 		$27.2K Sell
51
-125
-71% -$71K 0.01% 250
2024
Q4 		$100K Buy
176
+43
+32% +$25.2K 0.03% 122
2024
Q3 		$75.8K Buy
133
+109
+454% +$60.1K 0.02% 144
2024
Q2 		$12.8K Hold
24
– – ﹤0.01% 283
2024
Q1 		$13.4K Sell
24
-90
-79% -$46.6K 0.01% 198
2023
Q4 		$57.8K Buy
114
+90
+375% +$41.8K 0.03% 88
2023
Q3 		$11K Hold
24
– – 0.01% 169
2023
Q2 		$5.59K Hold
24
– – ﹤0.01% 211
2023
Q1 		$10.8K Sell
24
-200
-89% -$93.2K 0.01% 158
2022
Q4 		$99.2K Hold
224
– – 0.03% 136
2022
Q3 		$90K Buy
224
+200
+833% +$88.3K 0.03% 142
2022
Q2 		$10K Sell
24
-103
-81% -$46.5K 0.01% 201
2022
Q1 		$62K Hold
127
– – 0.04% 88
2021
Q4 		$66K Hold
127
– – 0.04% 97
2021
Q3 		$61K Hold
127
– – 0.04% 107
2021
Q2 		$62K Buy
127
+103
+429% +$50.8K 0.05% 91
2021
Q1 		$11K Buy
+24
New +$10.9K 0.01% 185

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Activest Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 24 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Activest Wealth Management first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $100K in Q4 2024. 675 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Activest Wealth Management held 24 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $16.9K as of Q2 2026.
  • Activest Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Activest Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $100K in Q4 2024.
  • 675 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.