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

Evolve Private 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	$567K	Buy	804 +269	+50%	+$180K	0.03%	460
2026 Q1	$330K	Buy	535 +51	+11%	+$32.3K	0.02%	740
2025 Q4	$293K	Buy	+484	New	+$290K	0.02%	730

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

Evolve Private Wealth's MDY Position: Q2 2026 in Review

Evolve Private Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 50% in Q2 2026, buying an estimated $180K and bringing the position to 804 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #460.

Evolve Private Wealth first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Evolve Private Wealth held 804 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $567K as of Q2 2026.
Evolve Private Wealth bought 269 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $180K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #460 holding.
Evolve Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.