High Net Worth Advisory Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

High Net Worth Advisory Group’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	$344K	Hold	557	–	–	0.08%	181
2025 Q4	$336K	Buy	557 +1	+0.2%	+$598	0.08%	177
2025 Q3	$331K	Sell	556 -3	-0.5%	-$1.76K	0.08%	173
2025 Q2	$317K	Hold	559	–	–	0.08%	172
2025 Q1	$298K	Hold	559	–	–	0.08%	165
2024 Q4	$318K	Hold	559	–	–	0.09%	165
2024 Q3	$318K	Sell	559 -3	-0.5%	-$1.65K	0.09%	166
2024 Q2	$301K	Hold	562	–	–	0.09%	160
2024 Q1	$313K	Hold	562	–	–	0.1%	159
2023 Q4	$285K	Hold	562	–	–	0.11%	152
2023 Q3	$257K	Hold	562	–	–	0.1%	153
2023 Q2	$269K	Hold	562	–	–	0.1%	154
2023 Q1	$258K	Sell	562 -2	-0.4%	-$932	0.11%	155
2022 Q4	$250K	Buy	564 +25	+5%	+$11.1K	0.1%	160
2022 Q3	$216K	Sell	539 -1	-0.2%	-$442	0.09%	174
2022 Q2	$223K	Sell	540 -6	-1%	-$2.71K	0.09%	175
2022 Q1	$268K	Sell	546 -272	-33%	-$132K	0.1%	155
2021 Q4	$423K	Buy	+818	New	+$416K	0.15%	125

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

High Net Worth Advisory Group's MDY Position: Q1 2026 in Review

High Net Worth Advisory Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 557 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #181.

High Net Worth Advisory Group first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $423K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

High Net Worth Advisory Group held 557 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $344K as of Q1 2026.
High Net Worth Advisory Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of High Net Worth Advisory Group's portfolio in Q1 2026, its #181 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $423K in Q4 2021.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.