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 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

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 $501B 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 $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Pathstone Holdings

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

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return