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

IAG Wealth Partners’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	$242K	Hold	392	–	–	0.03%	115
2025 Q4	$236K	Hold	392	–	–	0.03%	114
2025 Q3	$234K	Hold	392	–	–	0.03%	113
2025 Q2	$222K	Hold	392	–	–	0.03%	107
2025 Q1	$209K	Hold	392	–	–	0.03%	106
2024 Q4	$223K	Hold	392	–	–	0.04%	95
2024 Q3	$223K	Buy	392 +119	+44%	+$65.6K	0.04%	95
2024 Q2	$146K	Buy	273 +44	+19%	+$23.7K	0.03%	105
2024 Q1	$127K	Buy	229 +203	+781%	+$105K	0.03%	108
2023 Q4	$13.2K	Hold	26	–	–	﹤0.01%	275
2023 Q3	$11.9K	Hold	26	–	–	﹤0.01%	279
2023 Q2	$12.5K	Hold	26	–	–	﹤0.01%	285
2023 Q1	$11.9K	Hold	26	–	–	﹤0.01%	287
2022 Q4	$11.5K	Hold	26	–	–	﹤0.01%	271
2022 Q3	$10K	Hold	26	–	–	﹤0.01%	277
2022 Q2	$11K	Hold	26	–	–	﹤0.01%	270
2022 Q1	$13K	Hold	26	–	–	﹤0.01%	269
2021 Q4	$13K	Hold	26	–	–	﹤0.01%	272
2021 Q3	$13K	Sell	26 -42	-62%	-$20.6K	﹤0.01%	241
2021 Q2	$34K	Sell	68 -12	-15%	-$5.92K	0.01%	154
2021 Q1	$39K	Sell	80 -3	-4%	-$1.37K	0.01%	130
2020 Q4	$35K	Sell	83 -43	-34%	-$16.6K	0.01%	129
2020 Q3	$43K	Hold	126	–	–	0.02%	109
2020 Q2	$41K	Hold	126	–	–	0.02%	114
2020 Q1	$34K	Sell	126 -291	-70%	-$98.7K	0.02%	116
2019 Q4	$157K	Buy	+417	New	+$151K	0.1%	53

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

IAG Wealth Partners's MDY Position: Q1 2026 in Review

IAG Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 392 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #115.

IAG Wealth Partners first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

IAG Wealth Partners held 392 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $242K as of Q1 2026.
IAG Wealth Partners 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 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #115 holding.
IAG Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 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 IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.