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

Institute for 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 Q2	$407K	Sell	579 -3	-0.5%	-$2.01K	0.04%	368
2026 Q1	$359K	Sell	582 -30	-5%	-$19K	0.04%	383
2025 Q4	$369K	Sell	612 -172	-22%	-$103K	0.04%	381
2025 Q3	$467K	Buy	784 +1	+0.1%	+$587	0.05%	336
2025 Q2	$444K	Sell	783 -49	-6%	-$26.3K	0.05%	338
2025 Q1	$444K	Buy	832 +192	+30%	+$109K	0.06%	319
2024 Q4	$365K	Sell	640 -400	-38%	-$234K	0.05%	361
2024 Q3	$592K	Buy	1,040 +1	+0.1%	+$551	0.07%	265
2024 Q2	$556K	Sell	1,039 -346	-25%	-$186K	0.07%	258
2024 Q1	$771K	Sell	1,385 -49	-3%	-$25.4K	0.1%	211
2023 Q4	$728K	Hold	1,434	–	–	0.12%	205
2023 Q3	$655K	Sell	1,434 -149	-9%	-$71.4K	0.12%	206
2023 Q2	$758K	Buy	1,583 +54	+4%	+$24.6K	0.13%	192
2023 Q1	$701K	Buy	1,529 +29	+2%	+$13.5K	0.13%	193
2022 Q4	$664K	Buy	1,500 +21	+1%	+$9.29K	0.14%	202
2022 Q3	$594K	Buy	1,479 +1	+0.1%	+$442	0.13%	202
2022 Q2	$611K	Hold	1,478	–	–	0.12%	222
2022 Q1	$725K	Sell	1,478 -175	-11%	-$85.1K	0.12%	216
2021 Q4	$856K	Buy	1,653 +204	+14%	+$104K	0.14%	183
2021 Q3	$697K	Hold	1,449	–	–	0.12%	207
2021 Q2	$711K	Hold	1,449	–	–	0.12%	198
2021 Q1	$690K	Buy	1,449 +1	+0.1%	+$456	0.13%	200
2020 Q4	$608K	Buy	1,448 +170	+13%	+$65.5K	0.12%	206
2020 Q3	$433K	Sell	1,278 -16	-1%	-$5.46K	0.1%	254
2020 Q2	$420K	Buy	1,294 +87	+7%	+$26.4K	0.1%	269
2020 Q1	$317K	Buy	1,207 +25	+2%	+$8.48K	0.1%	270
2019 Q4	$444K	Hold	1,182	–	–	0.1%	279
2019 Q3	$417K	Buy	1,182 +506	+75%	+$177K	0.11%	269
2019 Q2	$240K	Sell	676 -594	-47%	-$208K	0.05%	399
2019 Q1	$439K	Sell	1,270 -16	-1%	-$5.38K	0.1%	266
2018 Q4	$389K	Buy	+1,286	New	+$428K	0.16%	175

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's MDY Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.52% in Q2 2026, selling an estimated $2.01K and leaving 579 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #368.

Institute for Wealth Management first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $856K in Q4 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Institute for Wealth Management held 579 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $407K as of Q2 2026.
Institute for Wealth Management sold 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #368 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Institute for Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $856K in Q4 2021.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.