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

Golden State Wealth Management’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	$1.48M	Sell	2,100 -298	-12%	-$200K	0.13%	154
2026 Q1	$1.48M	Sell	2,398 -13	-0.5%	-$8.24K	0.16%	129
2025 Q4	$1.45M	Sell	2,411 -754	-24%	-$451K	0.15%	112
2025 Q3	$1.89M	Sell	3,165 -911	-22%	-$535K	0.21%	94
2025 Q2	$2.31M	Sell	4,076 -2,244	-36%	-$1.2M	0.28%	71
2025 Q1	$3.37M	Buy	+6,320	New	+$3.59M	0.5%	40
2022 Q1	$472K	Sell	963 -212	-18%	-$103K	0.09%	181
2021 Q4	$608K	Hold	1,175	–	–	0.1%	180
2021 Q3	$565K	Sell	1,175 -200	-15%	-$98.2K	0.12%	149
2021 Q2	$675K	Buy	1,375 +888	+182%	+$438K	0.15%	131
2021 Q1	$231K	Sell	487 -61	-11%	-$27.8K	0.08%	177
2020 Q4	$230K	Sell	548 -1,601	-74%	-$617K	0.07%	214
2020 Q3	$728K	Buy	+2,149	New	+$733K	0.24%	70
2020 Q2	–	Sell	-2,057	Closed	-$541K	–	617
2020 Q1	$541K	Buy	+2,057	New	+$698K	0.24%	68
2019 Q4	–	Sell	-2,003	Closed	-$706K	–	583
2019 Q3	$706K	Sell	2,003 -287	-13%	-$101K	0.23%	81
2019 Q2	$812K	Sell	2,290 -314	-12%	-$110K	0.26%	78
2019 Q1	$899K	Buy	+2,604	New	+$876K	0.3%	70

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

Golden State Wealth Management's MDY Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 12% in Q2 2026, selling an estimated $200K and leaving 2,100 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #154.

Golden State Wealth Management first reported a position in MDY in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.37M in Q1 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Golden State Wealth Management held 2,100 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.48M as of Q2 2026.
Golden State Wealth Management sold 298 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $200K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Golden State Wealth Management's portfolio in Q2 2026, its #154 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.37M in Q1 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.