AWM
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Axxcess Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Axxcess Wealth Management’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 		$2.04M Buy
+2,901
New +$1.94M 0.03% 390
2026
Q1 		– Sell
-1,862
Closed -$1.12M – 752
2025
Q4 		$1.12M Sell
1,862
-687
-27% -$411K 0.02% 490
2025
Q3 		$1.52M Buy
2,549
+39
+2% +$22.9K 0.03% 369
2025
Q2 		$1.42M Buy
2,510
+122
+5% +$65.5K 0.03% 347
2025
Q1 		$1.27M Buy
2,388
+18
+0.8% +$10.2K 0.03% 339
2024
Q4 		$1.35M Sell
2,370
-1
-0% -$586 0.03% 348
2024
Q3 		$1.35M Buy
2,371
+474
+25% +$261K 0.03% 332
2024
Q2 		$1.02M Sell
1,897
-34
-2% -$18.3K 0.03% 371
2024
Q1 		$1.07M Sell
1,931
-28
-1% -$14.5K 0.03% 358
2023
Q4 		$994K Buy
1,959
+251
+15% +$117K 0.03% 354
2023
Q3 		$780K Buy
1,708
+69
+4% +$33.1K 0.03% 361
2023
Q2 		$785K Buy
1,639
+46
+3% +$20.9K 0.06% 263
2023
Q1 		$730K Buy
1,593
+21
+1% +$9.79K 0.06% 288
2022
Q4 		$696K Buy
+1,572
New +$695K 0.06% 294

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axxcess Wealth Management's MDY Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 2,901 shares worth $2.04M. The stake represents 0.03% of the portfolio and ranks #390 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MDY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Axxcess Wealth Management held 2,901 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.04M as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Axxcess Wealth Management position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.