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

Aprio 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 Q1	$1.06M	Buy	1,727 +90	+5%	+$57K	0.06%	196
2025 Q4	$987K	Buy	1,637 +924	+130%	+$553K	0.06%	199
2025 Q3	$425K	Buy	713 +190	+36%	+$112K	0.04%	253
2025 Q2	$296K	Hold	523	–	–	0.03%	293
2025 Q1	$279K	Hold	523	–	–	0.03%	283
2024 Q4	$298K	Buy	523 +2	+0.4%	+$1.17K	0.04%	216
2024 Q3	$297K	Hold	521	–	–	0.05%	198
2024 Q2	$279K	Hold	521	–	–	0.05%	178
2024 Q1	$290K	Hold	521	–	–	0.06%	160
2023 Q4	$264K	Hold	521	–	–	0.06%	156
2023 Q3	$238K	Hold	521	–	–	0.07%	139
2023 Q2	$250K	Hold	521	–	–	0.07%	130
2023 Q1	$239K	Hold	521	–	–	0.07%	120
2022 Q4	$231K	Hold	521	–	–	0.08%	106
2022 Q3	$209K	Buy	+521	New	+$230K	0.08%	100

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aprio Wealth Management's MDY Position: Q1 2026 in Review

Aprio Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.5% in Q1 2026, buying an estimated $57K and bringing the position to 1,727 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #196.

Aprio Wealth Management first reported a position in MDY in Q3 2022 and has held it in 15 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Aprio Wealth Management held 1,727 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.06M as of Q1 2026.
Aprio Wealth Management bought 90 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $57K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #196 holding.
Aprio Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 15 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.