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

Innovative Wealth Building’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	$272K	Buy	+408	New	+$281K	0.15%	67

Other funds holding MDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Innovative Wealth Building's MDY Position: Q3 2026 in Review

Innovative Wealth Building opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026: 408 shares worth $272K. The stake represents 0.15% of the portfolio and ranks #67 among its holdings.

1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Innovative Wealth Building held 408 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $272K as of Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Innovative Wealth Building position in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Innovative Wealth Building's portfolio in Q3 2026, its #67 holding.
1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.