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

Holos Integrated Wealth’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 Q3	$132K	Hold	200	–	–	0.06%	110
2026 Q2	$138K	Hold	200	–	–	0.06%	102
2026 Q1	$125K	Buy	+200	New	+$127K	0.06%	108

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

Holos Integrated Wealth's MDY Position: Q3 2026 in Review

Holos Integrated Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 200 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #110.

Holos Integrated Wealth first reported a position in MDY in Q1 2026 and has held it in 3 quarters since. The position peaked at $138K in Q2 2026. 474 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Holos Integrated Wealth held 200 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $132K as of Q3 2026.
Holos Integrated Wealth left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Holos Integrated Wealth's portfolio in Q3 2026, its #110 holding.
Holos Integrated Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and has held it in 3 quarters since.
Holos Integrated Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $138K in Q2 2026.
474 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.