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

Gen-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	$929K	Sell	1,507 -6	-0.4%	-$3.8K	0.29%	72
2025 Q4	$913K	Hold	1,513	–	–	0.29%	73
2025 Q3	$902K	Hold	1,513	–	–	0.3%	82
2025 Q2	$857K	Buy	1,513 +5	+0.3%	+$2.68K	0.33%	84
2025 Q1	$804K	Sell	1,508 -487	-24%	-$276K	0.34%	84
2024 Q4	$1.14M	Buy	1,995 +61	+3%	+$35.8K	0.49%	52
2024 Q3	$1.11M	Buy	1,934 +132	+7%	+$72.7K	0.48%	44
2024 Q2	$964K	Buy	1,802 +172	+11%	+$92.5K	0.47%	50
2024 Q1	$907K	Buy	+1,630	New	+$844K	0.45%	49

Other funds holding MDY

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gen-Wealth Partners's MDY Position: Q1 2026 in Review

Gen-Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.4% in Q1 2026, selling an estimated $3.8K and leaving 1,507 shares worth $929K. The position accounts for 0.29% of the portfolio, ranked #72.

Gen-Wealth Partners first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2024. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Gen-Wealth Partners held 1,507 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $929K as of Q1 2026.
Gen-Wealth Partners sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $3.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Gen-Wealth Partners's portfolio in Q1 2026, its #72 holding.
Gen-Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.14M in Q4 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.