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

Evolution 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 Q1	$308K	Hold	500	–	–	0.03%	134
2025 Q4	$302K	Sell	500 -95	-16%	-$56.8K	0.03%	134
2025 Q3	$355K	Hold	595	–	–	0.05%	119
2025 Q2	$337K	Sell	595 -80	-12%	-$42.9K	0.05%	121
2025 Q1	$360K	Hold	675	–	–	0.06%	107
2024 Q4	$384K	Buy	+675	New	+$396K	0.06%	99
2021 Q4	–	Sell	-100	Closed	-$48K	–	438
2021 Q3	$48K	Hold	100	–	–	0.01%	219
2021 Q2	$49K	Hold	100	–	–	0.01%	212
2021 Q1	$48K	Hold	100	–	–	0.01%	204
2020 Q4	$42K	Hold	100	–	–	0.01%	190
2020 Q3	$34K	Buy	+100	New	+$34.1K	0.01%	218

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

Evolution Wealth Advisors's MDY Position: Q1 2026 in Review

Evolution Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 500 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #134.

Evolution Wealth Advisors first reported a position in MDY in Q3 2020 and has held it in 11 quarters since. The position peaked at $384K in Q4 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Evolution Wealth Advisors held 500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $308K as of Q1 2026.
Evolution Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #134 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 11 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $384K in Q4 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.