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

Broadway 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
2026 Q3	$241K	Sell	367 -60	-14%	-$41.3K	0.11%	84
2026 Q2	$300K	Hold	427	–	–	0.14%	66
2026 Q1	$263K	Hold	427	–	–	0.14%	80
2025 Q4	$258K	Hold	427	–	–	0.14%	78
2025 Q3	$255K	Hold	427	–	–	0.14%	81
2025 Q2	$242K	Hold	427	–	–	0.15%	82
2025 Q1	$228K	Hold	427	–	–	0.17%	78
2024 Q4	$243K	Buy	+427	New	+$250K	0.18%	81

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Broadway Wealth Solutions's MDY Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q3 2026, selling an estimated $41.3K and leaving 367 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #84.

Broadway Wealth Solutions first reported a position in MDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $300K in Q2 2026. 927 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Broadway Wealth Solutions held 367 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $241K as of Q3 2026.
Broadway Wealth Solutions sold 60 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $41.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Broadway Wealth Solutions's portfolio in Q3 2026, its #84 holding.
Broadway Wealth Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $300K in Q2 2026.
927 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.