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

Horizons 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 Q1	$101K	Hold	164	–	–	0.07%	78
2025 Q4	$98.9K	Hold	164	–	–	0.06%	82
2025 Q3	$97.7K	Hold	164	–	–	0.07%	84
2025 Q2	$92.9K	Hold	164	–	–	0.07%	83
2025 Q1	$87.5K	Hold	164	–	–	0.07%	82
2024 Q4	$93.4K	Hold	164	–	–	0.07%	79
2024 Q3	$93.4K	Hold	164	–	–	0.07%	82
2024 Q2	$90.3K	Hold	164	–	–	0.07%	81
2024 Q1	$83.2K	Hold	164	–	–	0.05%	77
2023 Q4	$83.2K	Hold	164	–	–	0.05%	77
2023 Q3	$74.9K	Hold	164	–	–	0.05%	77
2023 Q2	$78.5K	Buy	164 +41	+33%	+$18.7K	0.06%	79
2023 Q1	$56.4K	Hold	123	–	–	0.04%	82
2022 Q4	$54K	Hold	123	–	–	0.04%	84
2022 Q3	$49K	Hold	123	–	–	0.05%	77
2022 Q2	$59K	Buy	+123	New	+$55.5K	0.05%	76

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

Horizons Wealth Management's MDY Position: Q1 2026 in Review

Horizons Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 164 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #78.

Horizons Wealth Management first reported a position in MDY in Q2 2022 and has held it in 16 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Horizons Wealth Management held 164 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $101K as of Q1 2026.
Horizons Wealth Management 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 0.07% of Horizons Wealth Management's portfolio in Q1 2026, its #78 holding.
Horizons Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 16 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.