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

Empower Advisory Group’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	$588K	Buy	836 +480	+135%	+$321K	﹤0.01%	323
2026 Q1	$219K	Sell	356 -53	-13%	-$33.6K	﹤0.01%	479
2025 Q4	$246K	Sell	409 -63	-13%	-$37.7K	﹤0.01%	447
2025 Q3	$281K	Buy	+472	New	+$277K	﹤0.01%	444
2025 Q2	–	Sell	-385	Closed	-$205K	–	514
2025 Q1	$205K	Sell	385 -141	-27%	-$80K	﹤0.01%	484
2024 Q4	$299K	Hold	526	–	–	﹤0.01%	412
2024 Q3	$299K	Buy	526 +72	+16%	+$39.7K	﹤0.01%	402
2024 Q2	$243K	Buy	454 +23	+5%	+$12.4K	﹤0.01%	441
2024 Q1	$240K	Sell	431 -21	-5%	-$10.9K	﹤0.01%	459
2023 Q4	$229K	Hold	452	–	–	﹤0.01%	442
2023 Q3	$206K	Sell	452 -35	-7%	-$16.8K	﹤0.01%	442
2023 Q2	$233K	Hold	487	–	–	﹤0.01%	445
2023 Q1	$223K	Buy	+487	New	+$227K	﹤0.01%	455

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

Empower Advisory Group's MDY Position: Q2 2026 in Review

Empower Advisory Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 135% in Q2 2026, buying an estimated $321K and bringing the position to 836 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Empower Advisory Group first reported a position in MDY in Q1 2023 and has held it in 13 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Empower Advisory Group held 836 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $588K as of Q2 2026.
Empower Advisory Group bought 480 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $321K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #323 holding.
Empower Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 13 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.