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

Forza Wealth Management’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	$1.23M	Sell	1,866 -10	-0.5%	-$6.88K	0.35%	65
2026 Q2	$1.32M	Hold	1,876	–	–	0.4%	61
2026 Q1	$1.16M	Hold	1,876	–	–	0.4%	56
2025 Q4	$1.13M	Hold	1,876	–	–	0.41%	58
2025 Q3	$1.12M	Hold	1,876	–	–	0.43%	54
2025 Q2	$1.06M	Hold	1,876	–	–	0.44%	53
2025 Q1	$1M	Sell	1,876 -74	-4%	-$42K	0.45%	54
2024 Q4	$1.11M	Hold	1,950	–	–	0.51%	48
2024 Q3	$1.11M	Sell	1,950 -10	-0.5%	-$5.51K	0.51%	52
2024 Q2	$1.05M	Hold	1,960	–	–	0.54%	50
2024 Q1	$1.09M	Hold	1,960	–	–	0.57%	53
2023 Q4	$994K	Sell	1,960 -180	-8%	-$83.6K	0.55%	56
2023 Q3	$977K	Hold	2,140	–	–	0.5%	66
2023 Q2	$1.02M	Sell	2,140 -30	-1%	-$13.7K	0.52%	67
2023 Q1	$995K	Buy	+2,170	New	+$1.01M	0.51%	66

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Forza Wealth Management's MDY Position: Q3 2026 in Review

Forza Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.53% in Q3 2026, selling an estimated $6.88K and leaving 1,866 shares worth $1.23M. The position accounts for 0.35% of the portfolio, ranked #65.

Forza Wealth Management first reported a position in MDY in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.32M in Q2 2026. 1,186 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Forza Wealth Management held 1,866 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.23M as of Q3 2026.
Forza Wealth Management sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $6.88K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.35% of Forza Wealth Management's portfolio in Q3 2026, its #65 holding.
Forza Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 15 quarters since.
Forza Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.32M in Q2 2026.
1,186 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.