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

Carolinas Wealth Consulting’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	-1,739	Closed	-$928K	–	570
2025 Q1	$928K	Hold	1,739	–	–	0.2%	66
2024 Q4	$994K	Buy	1,739 +1	+0.1%	+$586	0.2%	65
2024 Q3	$993K	Hold	1,738	–	–	0.18%	69
2024 Q2	$930K	Buy	1,738 +1	+0.1%	+$538	0.18%	69
2024 Q1	$968K	Hold	1,737	–	–	0.19%	68
2023 Q4	$884K	Hold	1,737	–	–	0.19%	65
2023 Q3	$751K	Buy	1,737 +1	+0.1%	+$479	0.19%	68
2023 Q2	$831K	Buy	1,736 +1	+0.1%	+$455	0.16%	79
2023 Q1	$798K	Sell	1,735 -10	-0.6%	-$4.66K	0.17%	76
2022 Q4	$776K	Hold	1,745	–	–	0.18%	72
2022 Q3	$704K	Buy	1,745 +1	+0.1%	+$442	0.18%	65
2022 Q2	$724K	Hold	1,744	–	–	0.18%	66
2022 Q1	$857K	Buy	1,744 +1	+0.1%	+$487	0.19%	65
2021 Q4	$905K	Sell	1,743 -22	-1%	-$11.2K	0.2%	59
2021 Q3	$851K	Sell	1,765 -18	-1%	-$8.84K	0.2%	58
2021 Q2	$878K	Buy	1,783 +1	+0.1%	+$493	0.19%	58
2021 Q1	$850K	Hold	1,782	–	–	0.21%	56
2020 Q4	$751K	Buy	1,782 +1,600	+879%	+$616K	0.2%	57
2020 Q3	$62K	Buy	182 +1	+0.6%	+$341	0.02%	253
2020 Q2	$59K	Buy	+181	New	+$54.9K	0.02%	186

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carolinas Wealth Consulting's MDY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 1,739 shares — an estimated $928K sold.

Carolinas Wealth Consulting first reported a position in MDY in Q2 2020 and held it in 20 quarters. The position peaked at $994K in Q4 2024. 1,346 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,739 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $928K.
Carolinas Wealth Consulting first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $994K in Q4 2024.
1,346 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.