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

Aquire 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	$314K	Buy	446 +2	+0.5%	+$1.34K	0.07%	42
2026 Q1	$274K	Hold	444	–	–	0.07%	45
2025 Q4	$268K	Hold	444	–	–	0.07%	44
2025 Q3	$265K	Sell	444 -5	-1%	-$2.94K	0.07%	44
2025 Q2	$254K	Hold	449	–	–	0.07%	42
2025 Q1	$240K	Buy	449 +5	+1%	+$2.84K	0.07%	46
2024 Q4	$253K	Hold	444	–	–	0.08%	41
2024 Q3	$253K	Hold	444	–	–	0.08%	41
2024 Q2	$238K	Hold	444	–	–	0.08%	39
2024 Q1	$247K	Hold	444	–	–	0.09%	42
2023 Q4	$225K	Hold	444	–	–	0.09%	36
2023 Q3	$203K	Hold	444	–	–	0.08%	37
2023 Q2	$213K	Hold	444	–	–	0.08%	36
2023 Q1	$204K	Buy	+444	New	+$207K	0.09%	36

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

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

Aquire Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.45% in Q2 2026, buying an estimated $1.34K and bringing the position to 446 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #42.

Aquire Wealth Advisors first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Aquire Wealth Advisors held 446 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $314K as of Q2 2026.
Aquire Wealth Advisors bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Aquire Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Aquire Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.