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

Gateway Wealth Partners’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	–	Sell	-450	Closed	-$271K	–	931
2025 Q4	$271K	Hold	450	–	–	0.03%	388
2025 Q3	$268K	Hold	450	–	–	0.04%	344
2025 Q2	$255K	Sell	450 -21	-4%	-$11.3K	0.05%	305
2025 Q1	$251K	Buy	471 +21	+5%	+$11.9K	0.06%	273
2024 Q4	$256K	Hold	450	–	–	0.07%	252
2024 Q3	$256K	Hold	450	–	–	0.07%	236
2024 Q2	$241K	Hold	450	–	–	0.07%	232
2024 Q1	$250K	Hold	450	–	–	0.09%	197
2023 Q4	$228K	Buy	+450	New	+$209K	0.09%	195
2023 Q2	–	Sell	-546	Closed	-$250K	–	253
2023 Q1	$250K	Buy	546 +10	+2%	+$4.66K	0.04%	181
2022 Q4	$237K	Buy	+536	New	+$237K	0.04%	170

Other funds holding MDY

Bank of America

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group

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