AWA
MDY icon

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

Amplius Wealth Advisors’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 		$445K Buy
+633
New +$424K 0.03% 135
2022
Q1 		– Sell
-14
Closed -$7K – 606
2021
Q4 		$7K Buy
+14
New +$7.12K ﹤0.01% 661

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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Amplius Wealth Advisors's MDY Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 633 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in MDY as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in MDY in Q4 2021 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Amplius Wealth Advisors held 633 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $445K as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Amplius Wealth Advisors position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Amplius Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.