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

Congress 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	$7.81M	Buy	13,794 +2,316	+20%	+$1.24M	0.08%	298
2025 Q1	$6.21M	Buy	11,478 +8,927	+350%	+$5.07M	0.07%	291
2024 Q4	$1.45M	Buy	2,551 +1,360	+114%	+$797K	0.02%	459
2024 Q3	$679K	Sell	1,191 -72	-6%	-$39.7K	0.01%	583
2024 Q2	$676K	Buy	1,263 +51	+4%	+$27.4K	0.01%	493
2024 Q1	$675K	Sell	1,212 -2,336	-66%	-$1.21M	0.01%	418
2023 Q4	$1.8M	Buy	3,548 +2,437	+219%	+$1.13M	0.03%	326
2023 Q3	$508K	Sell	1,111 -25	-2%	-$12K	0.01%	455
2023 Q2	$544K	Sell	1,136 -987	-46%	-$449K	0.01%	403
2023 Q1	$973K	Sell	2,123 -191	-8%	-$89K	0.02%	346
2022 Q4	$1.02M	Buy	2,314 +178	+8%	+$78.7K	0.03%	331
2022 Q3	$858K	Sell	2,136 -56	-3%	-$24.7K	0.02%	342
2022 Q2	$906K	Buy	2,192 +542	+33%	+$245K	0.02%	341
2022 Q1	$810K	Sell	1,650 -30	-2%	-$14.6K	0.02%	383
2021 Q4	$870K	Buy	+1,680	New	+$855K	0.02%	389

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Congress Wealth Management's MDY Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 20% in Q2 2025, buying an estimated $1.24M and bringing the position to 13,794 shares worth $7.81M. The position accounts for 0.08% of the portfolio, ranked #298.

Congress Wealth Management first reported a position in MDY in Q4 2021 and has held it in 15 quarters since. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Congress Wealth Management held 13,794 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.81M as of Q2 2025.
Congress Wealth Management bought 2,316 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $1.24M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #298 holding.
Congress Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 15 quarters since.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.