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

EverSource Wealth Advisors’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	$1.26M	Sell	1,795 -300	-14%	-$201K	0.04%	307
2026 Q1	$1.29M	Buy	2,095 +345	+20%	+$219K	0.04%	320
2025 Q4	$1.06M	Hold	1,750	–	–	0.04%	324
2025 Q3	$1.04M	Sell	1,750 -116	-6%	-$68.1K	0.04%	301
2025 Q2	$1.06M	Sell	1,866 -102	-5%	-$54.7K	0.05%	264
2025 Q1	$1.05M	Sell	1,968 -280	-12%	-$159K	0.06%	236
2024 Q4	$1.28M	Sell	2,248 -108	-5%	-$63.3K	0.07%	209
2024 Q3	$1.34M	Hold	2,356	–	–	0.09%	180
2024 Q2	$1.33M	Sell	2,356 -579	-20%	-$311K	0.09%	176
2024 Q1	$1.53M	Sell	2,935 -305	-9%	-$158K	0.12%	140
2023 Q4	$1.64M	Sell	3,240 -216	-6%	-$100K	0.15%	125
2023 Q3	$1.58M	Buy	3,456 +405	+13%	+$194K	0.17%	123
2023 Q2	$1.46M	Sell	3,051 -96	-3%	-$43.7K	0.16%	124
2023 Q1	$1.44M	Buy	3,147 +469	+18%	+$219K	0.18%	110
2022 Q4	$1.19M	Buy	2,678 +2,494	+1,355%	+$1.1M	0.18%	103
2022 Q3	$74K	Buy	+184	New	+$81.3K	0.02%	522
2022 Q1	–	Sell	-108	Closed	-$56K	–	1792
2021 Q4	$56K	Buy	+108	New	+$54.9K	0.02%	408

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

EverSource Wealth Advisors's MDY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q2 2026, selling an estimated $201K and leaving 1,795 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #307.

EverSource Wealth Advisors first reported a position in MDY in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.64M in Q4 2023. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

EverSource Wealth Advisors held 1,795 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.26M as of Q2 2026.
EverSource Wealth Advisors sold 300 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $201K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #307 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.64M in Q4 2023.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.