Amplius Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Amplius Wealth Advisors's MDY Position: Q3 2026 in Review
Amplius Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7.9% in Q3 2026, selling an estimated $34.4K and leaving 583 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #148.
Amplius Wealth Advisors first reported a position in MDY in Q4 2021 and has held it in 3 quarters since. The position peaked at $445K in Q2 2026. 1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- Amplius Wealth Advisors held 583 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $383K as of Q3 2026.
- Amplius Wealth Advisors sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $34.4K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #148 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 3 quarters since.
- Amplius Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $445K in Q2 2026.
- 1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.