Exencial Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Exencial Wealth Advisors's MDY Position: Q1 2026 in Review
Exencial Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,208 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #333.
Exencial Wealth Advisors first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Exencial Wealth Advisors held 1,208 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $745K as of Q1 2026.
- Exencial 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 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #333 holding.
- Exencial Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.