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

Apollon Wealth Management’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 		$5.66M Buy
8,047
+157
+2% +$105K 0.07% 244
2026
Q1 		$4.87M Sell
7,890
-411
-5% -$260K 0.08% 223
2025
Q4 		$5.01M Buy
8,301
+204
+3% +$122K 0.09% 203
2025
Q3 		$4.83M Sell
8,097
-46
-0.6% -$27K 0.09% 205
2025
Q2 		$4.61M Sell
8,143
-271
-3% -$145K 0.09% 195
2025
Q1 		$4.49M Sell
8,414
-669
-7% -$380K 0.1% 187
2024
Q4 		$5.17M Buy
9,083
+2,536
+39% +$1.49M 0.12% 152
2024
Q3 		$3.73M Buy
6,547
+33
+0.5% +$18.2K 0.11% 174
2024
Q2 		$3.49M Buy
6,514
+30
+0.5% +$16.1K 0.11% 171
2024
Q1 		$3.61M Sell
6,484
-10
-0.2% -$5.18K 0.11% 161
2023
Q4 		$3.3M Buy
6,494
+137
+2% +$63.6K 0.11% 165
2023
Q3 		$2.9M Buy
6,357
+299
+5% +$143K 0.15% 135
2023
Q2 		$2.9M Sell
6,058
-249
-4% -$113K 0.14% 153
2023
Q1 		$2.89M Buy
6,307
+56
+0.9% +$26.1K 0.18% 118
2022
Q4 		$2.77M Sell
6,251
-58
-0.9% -$25.6K 0.2% 110
2022
Q3 		$2.53M Sell
6,309
-221
-3% -$97.6K 0.21% 103
2022
Q2 		$2.7M Sell
6,530
-33
-0.5% -$14.9K 0.22% 93
2022
Q1 		$3.22M Buy
6,563
+571
+10% +$278K 0.23% 92
2021
Q4 		$3.1M Buy
5,992
+31
+0.5% +$15.8K 0.23% 93
2021
Q3 		$2.87M Buy
5,961
+2,759
+86% +$1.36M 0.39% 48
2021
Q2 		$1.57M Sell
3,202
-53
-2% -$26.1K 0.28% 65
2021
Q1 		$1.55M Buy
3,255
+134
+4% +$61.1K 0.3% 67
2020
Q4 		$1.31M Buy
+3,121
New +$1.2M 0.36% 66
2020
Q3 		– Sell
-210
Closed -$68K – 473
2020
Q2 		$68K Buy
+210
New +$63.7K 0.04% 210

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Apollon Wealth Management's MDY Position: Q2 2026 in Review

Apollon Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2026, buying an estimated $105K and bringing the position to 8,047 shares worth $5.66M. The position accounts for 0.07% of the portfolio, ranked #244.

Apollon Wealth Management first reported a position in MDY in Q2 2020 and has held it in 24 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Apollon Wealth Management held 8,047 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.66M as of Q2 2026.
  • Apollon Wealth Management bought 157 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $105K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and has held it in 24 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.