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

Fifth Third 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
Q3 		$4.19M Buy
6,381
+100
+2% +$68.8K 0.11% 135
2026
Q2 		$4.42M Sell
6,281
-1
-0% -$670 0.12% 123
2026
Q1 		$3.87M Sell
6,282
-652
-9% -$413K 0.13% 125
2025
Q4 		$4.18M Buy
6,934
+13
+0.2% +$7.78K 0.15% 114
2025
Q3 		$4.13M Hold
6,921
– – 0.15% 105
2025
Q2 		$3.92M Buy
6,921
+2,982
+76% +$1.6M 0.16% 105
2025
Q1 		$2.1M Buy
3,939
+159
+4% +$90.3K 0.11% 126
2024
Q4 		$2.15M Buy
3,780
+151
+4% +$88.5K 0.12% 116
2024
Q3 		$2.07M Sell
3,629
-4
-0.1% -$2.2K 0.13% 117
2024
Q2 		$1.94M Buy
3,633
+2,040
+128% +$1.1M 0.15% 95
2024
Q1 		$886K Buy
1,593
+274
+21% +$142K 0.14% 113
2023
Q4 		$669K Buy
1,319
+540
+69% +$251K 0.22% 99
2023
Q3 		$356K Buy
779
+10
+1% +$4.79K 0.14% 130
2023
Q2 		$368K Buy
+769
New +$350K 0.24% 101

Other funds holding MDY

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Fifth Third Wealth Advisors's MDY Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q3 2026, buying an estimated $68.8K and bringing the position to 6,381 shares worth $4.19M. The position accounts for 0.11% of the portfolio, ranked #135.

Fifth Third Wealth Advisors first reported a position in MDY in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.42M in Q2 2026. 773 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Fifth Third Wealth Advisors held 6,381 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.19M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $68.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #135 holding.
  • Fifth Third Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.42M in Q2 2026.
  • 773 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.