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

Alpha Wealth Funds’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	$1.64M	Sell	2,334 -536	-19%	-$359K	0.9%	9
2026 Q1	$1.77M	Sell	2,870 -161	-5%	-$102K	1.19%	7
2025 Q4	$1.83M	Buy	3,031 +3	+0.1%	+$1.79K	1.13%	8
2025 Q3	$1.8M	Sell	3,028 -674	-18%	-$396K	1.32%	6
2025 Q2	$2.1M	Sell	3,702 -161	-4%	-$86.4K	1.76%	7
2025 Q1	$2.06M	Sell	3,863 -475	-11%	-$270K	2.08%	5
2024 Q4	$2.47M	Buy	+4,338	New	+$2.54M	2.38%	7

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

Alpha Wealth Funds's MDY Position: Q2 2026 in Review

Alpha Wealth Funds reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 19% in Q2 2026, selling an estimated $359K and leaving 2,334 shares worth $1.64M. The position accounts for 0.9% of the portfolio, ranked #9.

Alpha Wealth Funds first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2024. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Alpha Wealth Funds held 2,334 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.64M as of Q2 2026.
Alpha Wealth Funds sold 536 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $359K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.9% of Alpha Wealth Funds's portfolio in Q2 2026, its #9 holding.
Alpha Wealth Funds first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Alpha Wealth Funds's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.47M in Q4 2024.
1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.