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

HB 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	$3.75M	Buy	5,326 +78	+1%	+$52.2K	0.02%	330
2026 Q1	$3.24M	Buy	5,248 +274	+6%	+$174K	0.02%	325
2025 Q4	$3M	Sell	4,974 -161	-3%	-$96.3K	0.02%	341
2025 Q3	$3.06M	Buy	5,135 +1,266	+33%	+$743K	0.02%	330
2025 Q2	$2.19M	Sell	3,869 -2,289	-37%	-$1.23M	0.02%	355
2025 Q1	$3.29M	Sell	6,158 -299	-5%	-$170K	0.03%	293
2024 Q4	$3.68M	Sell	6,457 -3,230	-33%	-$1.89M	0.04%	198
2024 Q3	$5.52M	Buy	9,687 +9	+0.1%	+$4.96K	0.06%	144
2024 Q2	$5.18M	Sell	9,678 -1,058	-10%	-$569K	0.06%	147
2024 Q1	$5.97M	Sell	10,736 -15	-0.1%	-$7.77K	0.08%	133
2023 Q4	$5.46M	Buy	10,751 +168	+2%	+$78K	0.08%	131
2023 Q3	$4.83M	Sell	10,583 -63	-0.6%	-$30.2K	0.08%	129
2023 Q2	$5.1M	Buy	10,646 +548	+5%	+$250K	0.08%	121
2023 Q1	$4.63M	Buy	10,098 +164	+2%	+$76.4K	0.08%	123
2022 Q4	$4.4M	Buy	9,934 +618	+7%	+$273K	0.08%	120
2022 Q3	$3.74M	Buy	9,316 +1,081	+13%	+$477K	0.08%	119
2022 Q2	$3.4M	Sell	8,235 -778	-9%	-$351K	0.07%	134
2022 Q1	$4.42M	Buy	9,013 +2,526	+39%	+$1.23M	0.08%	119
2021 Q4	$3.36M	Buy	+6,487	New	+$3.3M	0.07%	115

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

HB Wealth Management's MDY Position: Q2 2026 in Review

HB Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q2 2026, buying an estimated $52.2K and bringing the position to 5,326 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #330.

HB Wealth Management first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.97M in Q1 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

HB Wealth Management held 5,326 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.75M as of Q2 2026.
HB Wealth Management bought 78 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $52.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #330 holding.
HB Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.97M in Q1 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.