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

Delap Wealth Advisory’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	$727K	Hold	1,178	–	–	0.27%	40
2025 Q4	$711K	Hold	1,178	–	–	0.27%	45
2025 Q3	$704K	Buy	1,178 +675	+134%	+$396K	0.3%	39
2025 Q2	$285K	Hold	503	–	–	0.14%	66
2025 Q1	$268K	Hold	503	–	–	0.15%	67
2024 Q4	$286K	Hold	503	–	–	0.17%	63
2024 Q3	$287K	Hold	503	–	–	0.18%	48
2024 Q2	$269K	Hold	503	–	–	0.12%	85
2024 Q1	$280K	Sell	503 -503	-50%	-$261K	0.11%	170
2023 Q4	$510K	Buy	1,006 +503	+100%	+$234K	0.23%	51
2023 Q3	$230K	Hold	503	–	–	0.22%	47
2023 Q2	$241K	Hold	503	–	–	0.24%	40
2023 Q1	$231K	Sell	503 -179	-26%	-$83.4K	0.24%	47
2022 Q4	$302K	Buy	+682	New	+$302K	0.32%	52

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

Delap Wealth Advisory's MDY Position: Q1 2026 in Review

Delap Wealth Advisory held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,178 shares worth $727K. The position accounts for 0.27% of the portfolio, ranked #40.

Delap Wealth Advisory 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.

Delap Wealth Advisory held 1,178 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $727K as of Q1 2026.
Delap Wealth Advisory 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 0.27% of Delap Wealth Advisory's portfolio in Q1 2026, its #40 holding.
Delap Wealth Advisory 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 Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.