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

GSB 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 Q1	$638K	Sell	1,035 -5	-0.5%	-$3.17K	0.14%	126
2025 Q4	$627K	Buy	1,040 +37	+4%	+$22.1K	0.14%	124
2025 Q3	$598K	Sell	1,003 -35	-3%	-$20.5K	0.14%	128
2025 Q2	$588K	Sell	1,038 -84	-7%	-$45.1K	0.14%	130
2025 Q1	$599K	Sell	1,122 -153	-12%	-$86.9K	0.16%	125
2024 Q4	$726K	Hold	1,275	–	–	0.19%	119
2024 Q3	$726K	Hold	1,275	–	–	0.19%	117
2024 Q2	$682K	Hold	1,275	–	–	0.19%	119
2024 Q1	$709K	Hold	1,275	–	–	0.2%	121
2023 Q4	$647K	Hold	1,275	–	–	0.2%	118
2023 Q3	$582K	Hold	1,275	–	–	0.19%	120
2023 Q2	$611K	Hold	1,275	–	–	0.2%	122
2023 Q1	$584K	Buy	+1,275	New	+$594K	0.19%	133
2022 Q2	–	Sell	-450	Closed	-$221K	–	212
2022 Q1	$221K	Hold	450	–	–	0.06%	211
2021 Q4	$233K	Buy	+450	New	+$229K	0.07%	207
2021 Q2	–	Sell	-450	Closed	-$214K	–	223
2021 Q1	$214K	Buy	+450	New	+$205K	0.07%	198

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

GSB Wealth Management's MDY Position: Q1 2026 in Review

GSB Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.48% in Q1 2026, selling an estimated $3.17K and leaving 1,035 shares worth $638K. The position accounts for 0.14% of the portfolio, ranked #126.

GSB Wealth Management first reported a position in MDY in Q1 2021 and has held it in 16 quarters since. The position peaked at $726K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

GSB Wealth Management held 1,035 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $638K as of Q1 2026.
GSB Wealth Management sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $3.17K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of GSB Wealth Management's portfolio in Q1 2026, its #126 holding.
GSB Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 16 quarters since.
GSB Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $726K in Q3 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.