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

Cassaday & Co 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 Q1	$1.16M	Hold	1,879	–	–	0.02%	127
2025 Q4	$1.13M	Sell	1,879 -15	-0.8%	-$8.97K	0.02%	130
2025 Q3	$1.13M	Hold	1,894	–	–	0.03%	123
2025 Q2	$1.07M	Sell	1,894 -62	-3%	-$33.3K	0.03%	122
2025 Q1	$1.04M	Buy	1,956 +50	+3%	+$28.4K	0.03%	111
2024 Q4	$1.09M	Hold	1,906	–	–	0.03%	106
2024 Q3	$1.09M	Buy	1,906 +35	+2%	+$19.3K	0.03%	104
2024 Q2	$1M	Hold	1,871	–	–	0.03%	102
2024 Q1	$1.04M	Buy	1,871 +325	+21%	+$168K	0.03%	102
2023 Q4	$784K	Hold	1,546	–	–	0.03%	115
2023 Q3	$706K	Hold	1,546	–	–	0.03%	112
2023 Q2	$740K	Hold	1,546	–	–	0.03%	117
2023 Q1	$709K	Sell	1,546 -12	-0.8%	-$5.59K	0.03%	126
2022 Q4	$690K	Buy	+1,558	New	+$689K	0.03%	125

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassaday & Co Wealth Management's MDY Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,879 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #127.

Cassaday & Co Wealth Management first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Cassaday & Co Wealth Management held 1,879 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.16M as of Q1 2026.
Cassaday & Co Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #127 holding.
Cassaday & Co 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.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.