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

Atria Wealth Solutions’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
2025
Q2 		$6.61M Sell
11,640
-5,444
-32% -$2.92M 0.15% 157
2025
Q1 		$9.13M Sell
17,084
-11,021
-39% -$6.26M 0.11% 199
2024
Q4 		$16.1M Sell
28,105
-413
-1% -$242K 0.18% 116
2024
Q3 		$16.3M Sell
28,518
-467
-2% -$257K 0.18% 124
2024
Q2 		$15.6M Buy
28,985
+6,766
+30% +$3.64M 0.17% 122
2024
Q1 		$12.4M Buy
22,219
+4,850
+28% +$2.51M 0.14% 158
2023
Q4 		$8.84M Buy
17,369
+621
+4% +$288K 0.11% 187
2023
Q3 		$7.67M Buy
16,748
+1,102
+7% +$528K 0.11% 192
2023
Q2 		$7.51M Buy
15,646
+458
+3% +$209K 0.1% 194
2023
Q1 		$6.98M Buy
15,188
+416
+3% +$194K 0.1% 192
2022
Q4 		$6.56M Buy
14,772
+669
+5% +$296K 0.11% 207
2022
Q3 		$5.69M Buy
14,103
+504
+4% +$223K 0.1% 207
2022
Q2 		$5.64M Buy
13,599
+2,541
+23% +$1.15M 0.11% 211
2022
Q1 		$5.43M Buy
+11,058
New +$5.38M 0.09% 233

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's MDY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 32% in Q2 2025, selling an estimated $2.92M and leaving 11,640 shares worth $6.61M. The position accounts for 0.15% of the portfolio, ranked #157.

Atria Wealth Solutions first reported a position in MDY in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.3M in Q3 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

  • Atria Wealth Solutions held 11,640 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.61M as of Q2 2025.
  • Atria Wealth Solutions sold 5,444 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $2.92M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #157 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $16.3M in Q3 2024.
  • 1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.