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 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

Gateway Wealth Partners's MDY Position: Q1 2026 in Review

Gateway Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 450 shares — an estimated $271K sold.

Gateway Wealth Partners first reported a position in MDY in Q4 2022 and held it in 11 quarters. The position peaked at $271K in Q4 2025. 1,456 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Gateway Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Gateway Wealth Partners sold 450 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $271K.
Gateway Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 11 quarters.
Gateway Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $271K in Q4 2025.
1,456 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.