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

HCR Wealth Advisors’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	$652K	Hold	926	–	–	0.06%	141
2026 Q1	$571K	Hold	926	–	–	0.06%	139
2025 Q4	$559K	Hold	926	–	–	0.06%	141
2025 Q3	$554K	Sell	926 -149	-14%	-$87.5K	0.06%	134
2025 Q2	$609K	Hold	1,075	–	–	0.07%	127
2025 Q1	$574K	Sell	1,075 -4	-0.4%	-$2.27K	0.07%	129
2024 Q4	$615K	Hold	1,079	–	–	0.08%	122
2024 Q3	$615K	Buy	1,079 +1	+0.1%	+$551	0.08%	126
2024 Q2	$577K	Buy	1,078 +162	+18%	+$87.1K	0.08%	122
2024 Q1	$510K	Buy	916 +20	+2%	+$10.4K	0.08%	129
2023 Q4	$455K	Buy	+896	New	+$416K	0.07%	126
2022 Q1	–	Sell	-387	Closed	-$200K	–	200
2021 Q4	$200K	Buy	+387	New	+$197K	0.03%	196
2021 Q1	–	Sell	-1,689	Closed	-$709K	–	236
2020 Q4	$709K	Hold	1,689	–	–	0.15%	100
2020 Q3	$572K	Hold	1,689	–	–	0.13%	96
2020 Q2	$544K	Hold	1,689	–	–	0.13%	91
2020 Q1	$444K	Buy	+1,689	New	+$573K	0.13%	95

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

HCR Wealth Advisors's MDY Position: Q2 2026 in Review

HCR Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 926 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #141.

HCR Wealth Advisors first reported a position in MDY in Q1 2020 and has held it in 16 quarters since. The position peaked at $709K in Q4 2020. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

HCR Wealth Advisors held 926 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $652K as of Q2 2026.
HCR Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of HCR Wealth Advisors's portfolio in Q2 2026, its #141 holding.
HCR Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 16 quarters since.
HCR Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $709K in Q4 2020.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.