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

Darwin 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 Q2	$215K	Hold	305	–	–	0.06%	133
2026 Q1	$188K	Buy	305 +1	+0.3%	+$634	0.06%	139
2025 Q4	$184K	Hold	304	–	–	0.06%	138
2025 Q3	$182K	Hold	304	–	–	0.06%	138
2025 Q2	$172K	Buy	304 +1	+0.3%	+$537	0.06%	133
2025 Q1	$173K	Hold	303	–	–	0.06%	138
2024 Q4	$173K	Sell	303 -1	-0.3%	-$586	0.06%	138
2024 Q3	$173K	Buy	+304	New	+$167K	0.05%	157
2020 Q2	–	Sell	-200	Closed	-$52K	–	504
2020 Q1	$52K	Buy	+200	New	+$67.8K	0.02%	233

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darwin Wealth Management's MDY Position: Q2 2026 in Review

Darwin Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 305 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #133.

Darwin Wealth Management first reported a position in MDY in Q1 2020 and has held it in 9 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Darwin Wealth Management held 305 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $215K as of Q2 2026.
Darwin Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Darwin Wealth Management's portfolio in Q2 2026, its #133 holding.
Darwin Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 9 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.