AE Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $704K | Sell |
1,002
-82
| -8% | -$54.9K | ﹤0.01% | 1060 |
|
|
2026
Q1 | $669K | Sell |
1,084
-395
| -27% | -$250K | ﹤0.01% | 979 |
|
|
2025
Q4 | $892K | Buy |
1,479
+20
| +1% | +$12K | 0.01% | 840 |
|
|
2025
Q3 | $870K | Buy |
1,459
+165
| +13% | +$96.8K | 0.01% | 790 |
|
|
2025
Q2 | $733K | Sell |
1,294
-18
| -1% | -$9.66K | 0.01% | 802 |
|
|
2025
Q1 | $700K | Sell |
1,312
-378
| -22% | -$215K | 0.01% | 818 |
|
|
2024
Q4 | $963K | Sell |
1,690
-87
| -5% | -$51K | 0.01% | 708 |
|
|
2024
Q3 | $1.01M | Sell |
1,777
-11,351
| -86% | -$6.25M | 0.01% | 689 |
|
|
2024
Q2 | $7.02M | Buy |
13,128
+11,826
| +908% | +$6.36M | 0.07% | 273 |
|
|
2024
Q1 | $724K | Sell |
1,302
-3,107
| -70% | -$1.61M | 0.01% | 731 |
|
|
2023
Q4 | $2.22M | Sell |
4,409
-6,076
| -58% | -$2.82M | 0.01% | 867 |
|
|
2023
Q3 | $4.79M | Sell |
10,485
-2,211
| -17% | -$1.06M | 0.03% | 558 |
|
|
2023
Q2 | $6.08M | Sell |
12,696
-2,147
| -14% | -$978K | 0.04% | 483 |
|
|
2023
Q1 | $6.8M | Buy |
14,843
+816
| +6% | +$380K | 0.04% | 438 |
|
|
2022
Q4 | $6.21M | Buy |
14,027
+2,251
| +19% | +$995K | 0.04% | 424 |
|
|
2022
Q3 | $4.73M | Buy |
11,776
+5,061
| +75% | +$2.24M | 0.04% | 441 |
|
|
2022
Q2 | $2.78M | Buy |
6,715
+839
| +14% | +$379K | 0.02% | 560 |
|
|
2022
Q1 | $2.88M | Buy |
5,876
+301
| +5% | +$146K | 0.02% | 602 |
|
|
2021
Q4 | $2.89M | Sell |
5,575
-6,604
| -54% | -$3.36M | 0.02% | 583 |
|
|
2021
Q3 | $5.86M | Sell |
12,179
-11,068
| -48% | -$5.44M | 0.05% | 344 |
|
|
2021
Q2 | $11.4M | Sell |
23,247
-520
| -2% | -$257K | 0.1% | 202 |
|
|
2021
Q1 | $11.3M | Buy |
23,767
+18,726
| +371% | +$8.54M | 0.11% | 184 |
|
|
2020
Q4 | $2.12M | Sell |
5,041
-790
| -14% | -$304K | 0.02% | 484 |
|
|
2020
Q3 | $1.98M | Sell |
5,831
-1,619
| -22% | -$553K | 0.03% | 423 |
|
|
2020
Q2 | $2.42M | Sell |
7,450
-2,111
| -22% | -$640K | 0.04% | 354 |
|
|
2020
Q1 | $2.51M | Sell |
9,561
-3,058
| -24% | -$1.04M | 0.06% | 262 |
|
|
2019
Q4 | $4.74M | Buy |
12,619
+390
| +3% | +$141K | 0.1% | 184 |
|
|
2019
Q3 | $4.31M | Sell |
12,229
-2,339
| -16% | -$820K | 0.12% | 162 |
|
|
2019
Q2 | $5.17M | Sell |
14,568
-8,909
| -38% | -$3.11M | 0.16% | 122 |
|
|
2019
Q1 | $8.11M | Buy |
23,477
+10,488
| +81% | +$3.53M | 0.56% | 40 |
|
|
2018
Q4 | $3.93M | Sell |
12,989
-20,187
| -61% | -$6.72M | 0.67% | 32 |
|
|
2018
Q3 | $12.2M | Buy |
33,176
+16,201
| +95% | +$5.93M | 0.67% | 33 |
|
|
2018
Q2 | $6.03M | Buy |
16,975
+1,353
| +9% | +$476K | 0.41% | 46 |
|
|
2018
Q1 | $5.34M | Buy |
15,622
+64
| +0.4% | +$22.3K | 0.41% | 43 |
|
|
2017
Q4 | $5.37M | Sell |
15,558
-174
| -1% | -$58.6K | 0.47% | 40 |
|
|
2017
Q3 | $5.13M | Buy |
15,732
+3,561
| +29% | +$1.13M | 0.48% | 35 |
|
|
2017
Q2 | $3.87M | Buy |
12,171
+827
| +7% | +$260K | 0.46% | 43 |
|
|
2017
Q1 | $3.54M | Buy |
11,344
+9,739
| +607% | +$3.02M | 0.66% | 27 |
|
|
2016
Q4 | $484K | Buy |
+1,605
| New | +$464K | 0.2% | 119 |
|
Other funds holding MDY
AE Wealth Management's MDY Position: Q2 2026 in Review
AE Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7.6% in Q2 2026, selling an estimated $54.9K and leaving 1,002 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.
AE Wealth Management first reported a position in MDY in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.2M in Q3 2018. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- AE Wealth Management held 1,002 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $704K as of Q2 2026.
- AE Wealth Management sold 82 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $54.9K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1060 holding.
- AE Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12.2M in Q3 2018.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.