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

IHT 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	$271K	Sell	439 -26	-6%	-$16.5K	0.01%	1048
2025 Q4	$281K	Buy	465 +23	+5%	+$13.8K	0.01%	983
2025 Q3	$263K	Buy	442 +2	+0.5%	+$1.17K	0.01%	990
2025 Q2	$249K	Sell	440 -28	-6%	-$15K	0.01%	974
2025 Q1	$250K	Sell	468 -7	-1%	-$3.97K	0.01%	932
2024 Q4	$271K	Sell	475 -514	-52%	-$301K	0.01%	888
2024 Q3	$562K	Buy	989 +384	+63%	+$212K	0.02%	686
2024 Q2	$324K	Sell	605 -21	-3%	-$11.3K	0.01%	773
2024 Q1	$348K	Sell	626 -419	-40%	-$217K	0.01%	747
2023 Q4	$530K	Sell	1,045 -91	-8%	-$42.3K	0.02%	579
2023 Q3	$519K	Buy	1,136 +118	+12%	+$56.5K	0.03%	545
2023 Q2	$487K	Hold	1,018	–	–	0.03%	548
2023 Q1	$467K	Buy	1,018 +5	+0.5%	+$2.33K	0.03%	522
2022 Q4	$448K	Buy	1,013 +100	+11%	+$44.2K	0.03%	522
2022 Q3	$367K	Buy	+913	New	+$403K	0.03%	546
2022 Q2	–	Sell	-478	Closed	-$234K	–	781
2022 Q1	$234K	Sell	478 -4	-0.8%	-$1.95K	0.02%	658
2021 Q4	$250K	Sell	482 -182	-27%	-$92.6K	0.02%	675
2021 Q3	$319K	Sell	664 -2,745	-81%	-$1.35M	0.03%	574
2021 Q2	$1.67M	Buy	3,409 +2,771	+434%	+$1.37M	0.11%	194
2021 Q1	$304K	Buy	+638	New	+$291K	0.02%	630
2018 Q2	–	Sell	-85	Closed	-$28K	–	977
2018 Q1	$28K	Sell	85 -8	-9%	-$2.78K	0.01%	865
2017 Q4	$33K	Buy	93 +58	+166%	+$19.5K	0.01%	832
2017 Q3	$12K	Hold	35	–	–	0.01%	914
2017 Q2	$80	Hold	35	–	–	0.04%	391
2017 Q1	$11K	Hold	35	–	–	0.01%	812
2016 Q4	$11K	Buy	+35	New	+$10.1K	0.01%	776

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

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

IHT Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.6% in Q1 2026, selling an estimated $16.5K and leaving 439 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1048.

IHT Wealth Management first reported a position in MDY in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.67M in Q2 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

IHT Wealth Management held 439 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $271K as of Q1 2026.
IHT Wealth Management sold 26 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $16.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1048 holding.
IHT Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 26 quarters since.
IHT Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.67M in Q2 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.