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

Arkadios 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	$3.07M	Sell	4,371 -771	-15%	-$516K	0.05%	387
2026 Q1	$3.17M	Sell	5,142 -495	-9%	-$314K	0.05%	368
2025 Q4	$3.4M	Buy	5,637 +4,179	+287%	+$2.5M	0.07%	304
2025 Q3	$869K	Buy	1,458 +56	+4%	+$32.9K	0.02%	695
2025 Q2	$795K	Sell	1,402 -9	-0.6%	-$4.83K	0.02%	667
2025 Q1	$753K	Buy	1,411 +43	+3%	+$24.4K	0.03%	559
2024 Q4	$779K	Buy	1,368 +62	+5%	+$36.3K	0.04%	393
2024 Q3	$744K	Sell	1,306 -43	-3%	-$23.7K	0.04%	405
2024 Q2	$722K	Sell	1,349 -306	-18%	-$165K	0.05%	357
2024 Q1	$921K	Sell	1,655 -18	-1%	-$9.32K	0.07%	255
2023 Q4	$849K	Sell	1,673 -15	-0.9%	-$6.96K	0.07%	257
2023 Q3	$771K	Buy	1,688 +10	+0.6%	+$4.79K	0.07%	257
2023 Q2	$804K	Buy	1,678 +3	+0.2%	+$1.37K	0.09%	221
2023 Q1	$768K	Sell	1,675 -14	-0.8%	-$6.53K	0.09%	227
2022 Q4	$748K	Buy	1,689 +121	+8%	+$53.5K	0.1%	210
2022 Q3	$630K	Buy	1,568 +189	+14%	+$83.5K	0.1%	232
2022 Q2	$570K	Sell	1,379 -97	-7%	-$43.8K	0.08%	254
2022 Q1	$724K	Sell	1,476 -74	-5%	-$36K	0.09%	241
2021 Q4	$802K	Buy	1,550 +22	+1%	+$11.2K	0.11%	220
2021 Q3	$734K	Sell	1,528 -189	-11%	-$92.8K	0.11%	220
2021 Q2	$843K	Buy	1,717 +62	+4%	+$30.6K	0.1%	231
2021 Q1	$788K	Buy	1,655 +167	+11%	+$76.1K	0.13%	183
2020 Q4	$625K	Sell	1,488 -4	-0.3%	-$1.54K	0.13%	166
2020 Q3	$543K	Buy	1,492 +6	+0.4%	+$2.05K	0.27%	84
2020 Q2	$483K	Sell	1,486 -189	-11%	-$57.3K	0.27%	86
2020 Q1	$440K	Sell	1,675 -34	-2%	-$11.5K	0.28%	80
2019 Q4	$653K	Buy	+1,709	New	+$618K	0.39%	61

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

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

Arkadios Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, selling an estimated $516K and leaving 4,371 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #387.

Arkadios Wealth Advisors first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.4M in Q4 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Arkadios Wealth Advisors held 4,371 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.07M as of Q2 2026.
Arkadios Wealth Advisors sold 771 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $516K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #387 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.4M in Q4 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.