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

Avidian Wealth Enterprises’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	–	Sell	-399	Closed	-$213K	–	569
2025 Q1	$213K	Sell	399 -107	-21%	-$60.7K	0.01%	495
2024 Q4	$288K	Buy	506 +23	+5%	+$13.5K	0.01%	404
2024 Q3	$275K	Buy	483 +1	+0.2%	+$551	0.01%	412
2024 Q2	$258K	Buy	+482	New	+$259K	0.01%	423
2015 Q3	–	Sell	-50,397	Closed	-$13.8M	–	38
2015 Q2	$13.8M	Buy	+50,397	New	+$14M	5.74%	7

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avidian Wealth Enterprises's MDY Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 399 shares — an estimated $213K sold.

Avidian Wealth Enterprises first reported a position in MDY in Q2 2015 and held it in 5 quarters. The position peaked at $13.8M in Q2 2015. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Avidian Wealth Enterprises reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 399 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $213K.
Avidian Wealth Enterprises first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and held it in 5 quarters.
Avidian Wealth Enterprises's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $13.8M in Q2 2015.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.