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

Element 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	$1.48M	Sell	2,395 -40	-2%	-$25.3K	0.61%	45
2025 Q4	$1.47M	Sell	2,435 -96	-4%	-$57.4K	0.61%	43
2025 Q3	$1.51M	Sell	2,531 -1,662	-40%	-$976K	0.66%	38
2025 Q2	$2.38M	Sell	4,193 -169	-4%	-$90.7K	1.09%	21
2025 Q1	$2.33M	Sell	4,362 -54	-1%	-$30.7K	1.25%	19
2024 Q4	$2.52M	Buy	4,416 +80	+2%	+$46.9K	1.32%	20
2024 Q3	$2.47M	Sell	4,336 -150	-3%	-$82.6K	1.31%	19
2024 Q2	$2.4M	Buy	4,486 +146	+3%	+$78.5K	1.35%	18
2024 Q1	$2.41M	Sell	4,340 -6	-0.1%	-$3.11K	1.41%	17
2023 Q4	$2.21M	Sell	4,346 -71	-2%	-$33K	1.38%	17
2023 Q3	$2.02M	Buy	4,417 +261	+6%	+$125K	1.45%	16
2023 Q2	$1.99M	Sell	4,156 -115	-3%	-$52.4K	1.39%	17
2023 Q1	$1.96M	Buy	4,271 +16	+0.4%	+$7.46K	1.46%	15
2022 Q4	$1.88M	Buy	4,255 +361	+9%	+$160K	1.54%	15
2022 Q3	$1.56M	Buy	3,894 +122	+3%	+$53.9K	1.44%	15
2022 Q2	$1.56M	Sell	3,772 -14	-0.4%	-$6.32K	1.55%	14
2022 Q1	$1.86M	Buy	3,786 +62	+2%	+$30.2K	1.5%	15
2021 Q4	$1.93M	Sell	3,724 -1,930	-34%	-$982K	1.46%	18
2021 Q3	$2.72M	Buy	5,654 +83	+1%	+$40.8K	2.17%	15
2021 Q2	$2.73M	Sell	5,571 -51	-0.9%	-$25.2K	2.13%	16
2021 Q1	$2.68M	Sell	5,622 -436	-7%	-$199K	2.22%	16
2020 Q4	$2.54M	Buy	6,058 +134	+2%	+$51.6K	2.36%	14
2020 Q3	$2.01M	Buy	5,924 +269	+5%	+$91.8K	2.14%	15
2020 Q2	$1.83M	Sell	5,655 -30	-0.5%	-$9.1K	2.11%	15
2020 Q1	$1.49M	Buy	5,685 +123	+2%	+$41.7K	2.06%	15
2019 Q4	$2.09M	Buy	+5,562	New	+$2.01M	2.14%	19

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

Element Wealth's MDY Position: Q1 2026 in Review

Element Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q1 2026, selling an estimated $25.3K and leaving 2,395 shares worth $1.48M. The position accounts for 0.61% of the portfolio, ranked #45.

Element Wealth first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.73M in Q2 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Element Wealth held 2,395 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.48M as of Q1 2026.
Element Wealth sold 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $25.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.61% of Element Wealth's portfolio in Q1 2026, its #45 holding.
Element Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Element Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.73M in Q2 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.