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

Genesis 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 Q1	$522K	Sell	846 -85	-9%	-$53.9K	0.35%	33
2025 Q4	$562K	Sell	931 -30	-3%	-$17.9K	0.38%	33
2025 Q3	$573K	Sell	961 -40	-4%	-$23.5K	0.4%	30
2025 Q2	$567K	Sell	1,001 -80	-7%	-$42.9K	0.43%	30
2025 Q1	$577K	Sell	1,081 -50	-4%	-$28.4K	0.47%	29
2024 Q4	$644K	Buy	+1,131	New	+$663K	0.56%	29
2015 Q2	$2.34M	Sell	8,571 -415	-5%	-$115K	1.9%	16
2015 Q1	$2.48M	Sell	8,986 -237	-3%	-$63.9K	2.06%	16
2014 Q4	$2.55M	Buy	+9,223	New	+$2.36M	2.02%	13

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 $173B AUM 20.72% 1-Year Est. Return

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

Genesis Wealth Advisors's MDY Position: Q1 2026 in Review

Genesis Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.1% in Q1 2026, selling an estimated $53.9K and leaving 846 shares worth $522K. The position accounts for 0.35% of the portfolio, ranked #33.

Genesis Wealth Advisors first reported a position in MDY in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.55M in Q4 2014. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Genesis Wealth Advisors held 846 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $522K as of Q1 2026.
Genesis Wealth Advisors sold 85 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $53.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.35% of Genesis Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Genesis Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.55M in Q4 2014.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.