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MDY icon

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

CreativeOne Wealth’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 		$5.43M Sell
8,800
-567
-6% -$359K 0.13% 156
2025
Q4 		$5.65M Buy
9,367
+803
+9% +$480K 0.14% 133
2025
Q3 		$5.1M Buy
8,564
+876
+11% +$514K 0.12% 153
2025
Q2 		$4.36M Buy
7,688
+1,325
+21% +$711K 0.11% 167
2025
Q1 		$3.39M Buy
6,363
+3,404
+115% +$1.93M 0.1% 194
2024
Q4 		$1.69M Buy
2,959
+627
+27% +$368K 0.05% 326
2024
Q3 		$1.33M Buy
2,332
+81
+4% +$44.6K 0.05% 355
2024
Q2 		$1.21M Sell
2,251
-417
-16% -$224K 0.06% 284
2024
Q1 		$1.49M Buy
2,668
+50
+2% +$25.9K 0.06% 285
2023
Q4 		$1.33M Sell
2,618
-68
-3% -$31.6K 0.09% 209
2023
Q3 		$1.23M Sell
2,686
-357
-12% -$171K 0.09% 209
2023
Q2 		$1.46M Sell
3,043
-122
-4% -$55.5K 0.07% 261
2023
Q1 		$1.45M Buy
3,165
+160
+5% +$74.6K 0.07% 248
2022
Q4 		$1.33M Buy
3,005
+4
+0.1% +$1.77K 0.07% 241
2022
Q3 		$1.21M Sell
3,001
-3
-0.1% -$1.32K 0.07% 234
2022
Q2 		$1.24M Sell
3,004
-15
-0.5% -$6.77K 0.07% 225
2022
Q1 		$1.48M Sell
3,019
-1,420
-32% -$691K 0.08% 216
2021
Q4 		$2.3M Buy
4,439
+1,552
+54% +$790K 0.11% 157
2021
Q3 		$1.39M Sell
2,887
-680
-19% -$334K 0.08% 215
2021
Q2 		$1.75M Sell
3,567
-36
-1% -$17.8K 0.11% 166
2021
Q1 		$1.72M Buy
3,603
+763
+27% +$348K 0.13% 137
2020
Q4 		$1.19M Buy
+2,840
New +$1.09M 0.1% 160

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth's MDY Position: Q1 2026 in Review

CreativeOne Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.1% in Q1 2026, selling an estimated $359K and leaving 8,800 shares worth $5.43M. The position accounts for 0.13% of the portfolio, ranked #156.

CreativeOne Wealth first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.65M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • CreativeOne Wealth held 8,800 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.43M as of Q1 2026.
  • CreativeOne Wealth sold 567 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $359K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of CreativeOne Wealth's portfolio in Q1 2026, its #156 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.65M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.