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

Evoke 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
Q2 		– Sell
-4,612
Closed -$2.85M – 386
2026
Q1 		$2.85M Sell
4,612
-1
-0% -$634 0.05% 142
2025
Q4 		$2.79M Buy
4,613
+978
+27% +$585K 0.05% 139
2025
Q3 		$2.17M Buy
3,635
+182
+5% +$107K 0.04% 159
2025
Q2 		$1.96M Buy
3,453
+2,301
+200% +$1.23M 0.04% 151
2025
Q1 		$616K Hold
1,152
– – 0.02% 244
2024
Q4 		$658K Hold
1,152
– – 0.02% 222
2024
Q3 		$658K Buy
+1,152
New +$635K 0.02% 220
2024
Q2 		– Sell
-1,152
Closed -$642K – 276
2024
Q1 		$642K Buy
+1,152
New +$597K 0.02% 217
2023
Q4 		– Sell
-1,452
Closed -$665K – 247
2023
Q3 		$665K Hold
1,452
– – 0.02% 212
2023
Q2 		$697K Hold
1,452
– – 0.02% 191
2023
Q1 		$667K Hold
1,452
– – 0.02% 188
2022
Q4 		$645K Buy
1,452
+301
+26% +$133K 0.02% 194
2022
Q3 		$464K Hold
1,151
– – 0.02% 216
2022
Q2 		$477K Buy
1,151
+1
+0.1% +$452 0.02% 223
2022
Q1 		$567K Buy
1,150
+1
+0.1% +$487 0.02% 222
2021
Q4 		$597K Buy
1,149
+1
+0.1% +$509 0.02% 223
2021
Q3 		$553K Hold
1,148
– – 0.02% 221
2021
Q2 		$565K Hold
1,148
– – 0.02% 230
2021
Q1 		$548K Hold
1,148
– – 0.02% 205
2020
Q4 		$484K Hold
1,148
– – 0.03% 152
2020
Q3 		$390K Sell
1,148
-420
-27% -$143K 0.03% 151
2020
Q2 		$512K Sell
1,568
-370
-19% -$112K 0.05% 110
2020
Q1 		$512K Sell
1,938
-642
-25% -$218K 0.07% 97
2019
Q4 		$976K Buy
2,580
+585
+29% +$211K 0.12% 80
2019
Q3 		$706K Buy
+1,995
New +$699K 0.09% 120

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evoke Wealth's MDY Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 4,612 shares — an estimated $2.85M sold.

Evoke Wealth first reported a position in MDY in Q3 2019 and held it in 25 quarters. The position peaked at $2.85M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Evoke Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,612 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.85M.
  • Evoke Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.85M in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.