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

Integrated Wealth Concepts’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 		$3.04M Buy
4,320
+2,579
+148% +$1.73M 0.01% 764
2026
Q1 		$1.07M Buy
1,741
+780
+81% +$494K 0.01% 1067
2025
Q4 		$580K Sell
961
-795
-45% -$476K 0.01% 1023
2025
Q3 		$1.05M Buy
1,756
+700
+66% +$411K 0.01% 956
2025
Q2 		$598K Buy
1,056
+33
+3% +$17.7K 0.01% 1169
2025
Q1 		$546K Buy
1,023
+42
+4% +$23.8K 0.01% 1105
2024
Q4 		$559K Buy
981
+72
+8% +$42.2K 0.01% 1083
2024
Q3 		$518K Sell
909
-610
-40% -$336K 0.01% 1064
2024
Q2 		$813K Sell
1,519
-18
-1% -$9.68K 0.01% 848
2024
Q1 		$855K Buy
1,537
+3
+0.2% +$1.55K 0.01% 825
2023
Q4 		$778K Buy
1,534
+440
+40% +$204K 0.01% 817
2023
Q3 		$500K Buy
1,094
+2
+0.2% +$958 0.01% 982
2023
Q2 		$523K Buy
1,092
+600
+122% +$273K 0.01% 971
2023
Q1 		$226K Sell
492
-3
-0.6% -$1.4K ﹤0.01% 1181
2022
Q4 		$219K Buy
+495
New +$219K 0.01% 916
2022
Q2 		– Sell
-484
Closed -$237K – 1034
2022
Q1 		$237K Hold
484
– – 0.01% 821
2021
Q4 		$251K Sell
484
-1
-0.2% -$509 0.01% 856
2021
Q3 		$233K Hold
485
– – 0.01% 832
2021
Q2 		$238K Buy
485
+10
+2% +$4.93K 0.01% 718
2021
Q1 		$226K Sell
475
-32
-6% -$14.6K 0.01% 660
2020
Q4 		$213K Buy
+507
New +$195K 0.01% 591
2020
Q1 		– Sell
-1,346
Closed -$505K – 458
2019
Q4 		$505K Sell
1,346
-203
-13% -$73.4K 0.04% 271
2019
Q3 		$546K Sell
1,549
-135
-8% -$47.3K 0.06% 188
2019
Q2 		$539K Buy
1,684
+230
+16% +$80.4K 0.07% 171
2019
Q1 		$502K Buy
+1,454
New +$489K 0.09% 161
2018
Q2 		– Sell
-687
Closed -$229K – 237
2018
Q1 		$229K Sell
687
-51
-7% -$17.7K 0.09% 172
2017
Q4 		$261K Buy
+738
New +$249K 0.11% 150

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's MDY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 148% in Q2 2026, buying an estimated $1.73M and bringing the position to 4,320 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #764.

Integrated Wealth Concepts first reported a position in MDY in Q4 2017 and has held it in 27 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Integrated Wealth Concepts held 4,320 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.04M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,579 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.73M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #764 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 27 quarters since.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.