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

B. Riley 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 		$1.37M Buy
1,966
+3
+0.2% +$2.01K 0.07% 237
2026
Q1 		$1.18M Buy
1,963
+1
+0.1% +$634 0.07% 257
2025
Q4 		$1.18M Hold
1,962
– – 0.05% 317
2025
Q3 		$1.17M Sell
1,962
-1,599
-45% -$939K 0.05% 309
2025
Q2 		$2.02M Buy
+3,561
New +$1.91M 0.09% 210
2024
Q4 		$3.34M Sell
5,837
-309
-5% -$181K 0.11% 190
2024
Q3 		$3.5M Buy
6,146
+1,138
+23% +$627K 0.1% 205
2024
Q2 		$2.69M Sell
5,008
-16
-0.3% -$8.6K 0.07% 271
2024
Q1 		$2.3M Buy
5,024
+115
+2% +$59.6K 0.06% 308
2023
Q4 		$2.5M Sell
4,909
-115
-2% -$53.4K 0.07% 299
2023
Q3 		$2.3M Sell
5,024
-522
-9% -$250K 0.06% 308
2023
Q2 		$2.66M Sell
5,546
-2,197
-28% -$1M 0.06% 297
2023
Q1 		$3.56M Sell
7,743
-65
-0.8% -$30.3K 0.09% 217
2022
Q4 		$3.47M Buy
7,808
+950
+14% +$420K 0.1% 220
2022
Q3 		$2.75M Buy
6,858
+4,275
+166% +$1.89M 0.08% 239
2022
Q2 		$1.07M Sell
2,583
-68
-3% -$30.7K 0.04% 400
2022
Q1 		$1.3M Sell
2,651
-1,194
-31% -$581K 0.04% 398
2021
Q4 		$1.99M Sell
3,845
-190
-5% -$96.7K 0.06% 350
2021
Q3 		$1.95M Buy
4,035
+111
+3% +$54.5K 0.06% 339
2021
Q2 		$1.92M Buy
3,924
+618
+19% +$305K 0.06% 345
2021
Q1 		$1.54M Buy
3,306
+1,738
+111% +$792K 0.05% 375
2020
Q4 		$658K Sell
1,568
-778
-33% -$300K 0.04% 447
2020
Q3 		$775K Buy
2,346
+1,225
+109% +$418K 0.04% 382
2020
Q2 		$364K Sell
1,121
-680
-38% -$206K 0.02% 564
2020
Q1 		$474K Buy
1,801
+924
+105% +$313K 0.04% 401
2019
Q4 		$329K Buy
877
+78
+10% +$28.2K 0.03% 561
2019
Q3 		$282K Buy
799
+2
+0.3% +$701 0.03% 606
2019
Q2 		$283K Buy
797
+151
+23% +$52.8K 0.03% 583
2019
Q1 		$224K Buy
+646
New +$217K 0.03% 612
2017
Q1 		– Sell
-1,000
Closed -$302K – 549
2016
Q4 		$302K Sell
1,000
-930
-48% -$269K 0.06% 342
2016
Q3 		$545K Buy
1,930
+35
+2% +$9.86K 0.11% 239
2016
Q2 		$516K Sell
1,895
-100
-5% -$26.7K 0.1% 246
2016
Q1 		$524K Sell
1,995
-79
-4% -$19.2K 0.12% 214
2015
Q4 		$527K Sell
2,074
-229
-10% -$59.6K 0.11% 234
2015
Q3 		$574K Sell
2,303
-139
-6% -$36.8K 0.14% 207
2015
Q2 		$668K Buy
2,442
+243
+11% +$67.6K 0.17% 171
2015
Q1 		$610K Buy
2,199
+746
+51% +$201K 0.15% 178
2014
Q4 		$383 Buy
1,453
+45
+3% +$11.5K 0.01% 1019
2014
Q3 		$351K Sell
1,408
-1,908
-58% -$490K 0.09% 302
2014
Q2 		$432K Buy
3,316
+1,706
+106% +$427K 0.1% 220
2014
Q1 		$404K Sell
1,610
-232
-13% -$56.9K 0.12% 190
2013
Q4 		$450K Sell
1,842
-157
-8% -$36.9K 0.14% 162
2013
Q3 		$452K Sell
1,999
-967
-33% -$215K 0.15% 157
2013
Q2 		$623K Buy
+2,966
New +$627K 0.21% 115

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

B. Riley Wealth Advisors's MDY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.15% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,966 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #237.

B. Riley Wealth Advisors first reported a position in MDY in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.56M in Q1 2023. 574 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • B. Riley Wealth Advisors held 1,966 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.37M as of Q2 2026.
  • B. Riley Wealth Advisors bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.56M in Q1 2023.
  • 574 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.