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 Q3	$774K	Hold	1,178	–	–	0.27%	39
2026 Q2	$829K	Hold	1,178	–	–	0.28%	40
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Delap Wealth Advisory's MDY Position: Q3 2026 in Review

Delap Wealth Advisory held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 1,178 shares worth $774K. The position accounts for 0.27% of the portfolio, ranked #39.

Delap Wealth Advisory first reported a position in MDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $829K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Delap Wealth Advisory held 1,178 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $774K as of Q3 2026.
Delap Wealth Advisory left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Delap Wealth Advisory's portfolio in Q3 2026, its #39 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 16 quarters since.
Delap Wealth Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $829K in Q2 2026.
1,053 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.