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 Q3	$15.8K	Hold	24	–	–	﹤0.01%	501
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	$5.6K	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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Activest Wealth Management's MDY Position: Q3 2026 in Review

Activest Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 24 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Activest Wealth Management first reported a position in MDY in Q1 2021 and has held it in 23 quarters since. The position peaked at $100K in Q4 2024. 983 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Activest Wealth Management held 24 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $15.8K as of Q3 2026.
Activest Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #501 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 23 quarters since.
Activest Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $100K in Q4 2024.
983 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.