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Integrated Wealth Management (Ohio)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Integrated Wealth Management (Ohio)’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 		$229K Sell
325
-12
-4% -$8.04K 0.24% 81
2026
Q1 		$208K Hold
337
– – 0.24% 91
2025
Q4 		$203K Buy
+337
New +$202K 0.23% 91

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 Management (Ohio)'s MDY Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.6% in Q2 2026, selling an estimated $8.04K and leaving 325 shares worth $229K. The position accounts for 0.24% of the portfolio, ranked #81.

Integrated Wealth Management (Ohio) first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 325 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $229K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.04K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.24% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #81 holding.
  • Integrated Wealth Management (Ohio) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.