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

HHM 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	$97.1K	Hold	138	–	–	0.01%	291
2026 Q1	$85.1K	Buy	138 +125	+962%	+$79.2K	0.01%	296
2025 Q4	$7.84K	Hold	13	–	–	﹤0.01%	647
2025 Q3	$7.75K	Hold	13	–	–	﹤0.01%	676
2025 Q2	$7.37K	Hold	13	–	–	﹤0.01%	648
2025 Q1	$6.94K	Hold	13	–	–	﹤0.01%	639
2024 Q4	$7.41K	Hold	13	–	–	﹤0.01%	633
2024 Q3	$7.41K	Hold	13	–	–	﹤0.01%	607
2024 Q2	$6.96K	Hold	13	–	–	﹤0.01%	599
2024 Q1	$7.23K	Hold	13	–	–	﹤0.01%	579
2023 Q4	$6.6K	Buy	+13	New	+$6.04K	﹤0.01%	595

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

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

HHM Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 138 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #291.

HHM Wealth Advisors first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

HHM Wealth Advisors held 138 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $97.1K as of Q2 2026.
HHM 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 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #291 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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