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

Denver 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	$204K	Buy	+290	New	+$194K	0.06%	109
2025 Q3	–	Sell	-851	Closed	-$482K	–	94
2025 Q2	$482K	Sell	851 -1	-0.1%	-$537	0.2%	56
2025 Q1	$455K	Sell	852 -2	-0.2%	-$1.14K	0.21%	57
2024 Q4	$486K	Sell	854 -2	-0.2%	-$1.17K	0.22%	48
2024 Q3	$488K	Sell	856 -1	-0.1%	-$551	0.23%	50
2024 Q2	$459K	Hold	857	–	–	0.23%	51
2024 Q1	$477K	Sell	857 -1	-0.1%	-$518	0.24%	49
2023 Q4	$435K	Hold	858	–	–	0.25%	47
2023 Q3	$392K	Hold	858	–	–	0.25%	49
2023 Q2	$411K	Hold	858	–	–	0.29%	49
2023 Q1	$393K	Hold	858	–	–	0.27%	55
2022 Q4	$380K	Hold	858	–	–	0.28%	51
2022 Q3	$345K	Hold	858	–	–	0.33%	39
2022 Q2	$355K	Buy	+858	New	+$387K	0.37%	33
2021 Q4	$444K	Buy	+858	New	+$437K	0.43%	22
2021 Q1	$421K	Buy	+858	New	+$391K	0.44%	27

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

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

Denver Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 290 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings. This is a return to the name: Denver Wealth Management previously reported a position in MDY as recently as Q2 2025.

Denver Wealth Management first reported a position in MDY in Q1 2021 and has held it in 16 quarters since. The position peaked at $488K in Q3 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Denver Wealth Management held 290 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $204K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Denver Wealth Management position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Denver Wealth Management's portfolio in Q2 2026, its #109 holding.
Denver Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 16 quarters since.
Denver Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $488K in Q3 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.