Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$212K	Sell	344 -33	-9%	-$20.9K	0.01%	344
2025 Q4	$228K	Hold	377	–	–	0.01%	341
2025 Q3	$225K	Sell	377 -22	-6%	-$12.9K	0.01%	330
2025 Q2	$226K	Sell	399 -52	-12%	-$27.9K	0.02%	312
2025 Q1	$241K	Hold	451	–	–	0.02%	281
2024 Q4	$257K	Sell	451 -65	-13%	-$38.1K	0.02%	273
2024 Q3	$294K	Sell	516 -23	-4%	-$12.7K	0.03%	215
2024 Q2	$289K	Sell	539 -61	-10%	-$32.8K	0.03%	206
2024 Q1	$334K	Sell	600 -50	-8%	-$25.9K	0.04%	198
2023 Q4	$330K	Sell	650 -3	-0.5%	-$1.39K	0.05%	183
2023 Q3	$299K	Sell	653 -12	-2%	-$5.75K	0.05%	186
2023 Q2	$319K	Sell	665 -7	-1%	-$3.19K	0.05%	166
2023 Q1	$308K	Sell	672 -37	-5%	-$17.2K	0.05%	166
2022 Q4	$315K	Buy	+709	New	+$314K	0.06%	148

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

Guardian Wealth Advisors (North Carolina)'s MDY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.8% in Q1 2026, selling an estimated $20.9K and leaving 344 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #344.

Guardian Wealth Advisors (North Carolina) first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $334K in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 344 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $212K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 33 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $20.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #344 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $334K in Q1 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.