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

Advocacy Wealth Management Services’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	–	Sell	-1,104	Closed	-$666K	–	146
2025 Q4	$666K	Buy	+1,104	New	+$661K	0.03%	113
2017 Q1	–	Sell	-4	Closed	-$1K	–	330
2016 Q4	$1K	Buy	+4	New	+$1.16K	﹤0.01%	298

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

Advocacy Wealth Management Services's MDY Position: Q1 2026 in Review

Advocacy Wealth Management Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 1,104 shares — an estimated $666K sold.

Advocacy Wealth Management Services first reported a position in MDY in Q4 2016 and held it in 2 quarters. The position peaked at $666K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,104 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $666K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 2 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $666K in Q4 2025.
1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.