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

Capital A 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
2025
Q2 		– Sell
-18
Closed -$9.6K – 688
2025
Q1 		$9.6K Buy
18
+1
+6% +$568 0.01% 304
2024
Q4 		$9.68K Buy
+17
New +$9.96K 0.02% 310

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $4.92B AUM 35.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital A Wealth Management's MDY Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 18 shares — an estimated $9.6K sold.

Capital A Wealth Management first reported a position in MDY in Q4 2024 and held it in 2 quarters. The position peaked at $9.68K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 18 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $9.6K.
  • Capital A Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.68K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.