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Global Wealth Strategies & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		$1.45M Buy
2,065
+2,051
+14,650% +$1.37M 0.28% 34
2026
Q1 		$8.63K Sell
14
-6
-30% -$3.8K ﹤0.01% 324
2025
Q4 		$12.1K Sell
20
-4
-17% -$2.39K ﹤0.01% 292
2025
Q3 		$14.3K Buy
+24
New +$14.1K ﹤0.01% 249

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Wealth Strategies & Associates's MDY Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14,650% in Q2 2026, buying an estimated $1.37M and bringing the position to 2,065 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #34.

Global Wealth Strategies & Associates first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Global Wealth Strategies & Associates held 2,065 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.45M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 2,051 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.37M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #34 holding.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.