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

Kaydan 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	$752K	Hold	1,220	–	–	0.25%	52
2025 Q4	$736K	Hold	1,220	–	–	0.21%	53
2025 Q3	$727K	Hold	1,220	–	–	0.21%	53
2025 Q2	$691K	Hold	1,220	–	–	0.23%	52
2025 Q1	$651K	Sell	1,220 -16	-1%	-$9.08K	0.21%	52
2024 Q4	$704K	Buy	1,236 +7	+0.6%	+$4.1K	0.23%	46
2024 Q3	$700K	Hold	1,229	–	–	0.21%	48
2024 Q2	$658K	Hold	1,229	–	–	0.23%	47
2024 Q1	$684K	Buy	1,229 +68	+6%	+$35.2K	0.23%	47
2023 Q4	$589K	Hold	1,161	–	–	0.24%	48
2023 Q3	$530K	Sell	1,161 -12	-1%	-$5.75K	0.21%	47
2023 Q2	$562K	Sell	1,173 -24	-2%	-$10.9K	0.24%	49
2023 Q1	$549K	Sell	1,197 -16	-1%	-$7.46K	0.23%	46
2022 Q4	$537K	Sell	1,213 -15	-1%	-$6.63K	0.21%	45
2022 Q3	$493K	Sell	1,228 -105	-8%	-$46.4K	0.27%	46
2022 Q2	$551K	Hold	1,333	–	–	0.31%	46
2022 Q1	$654K	Sell	1,333 -185	-12%	-$90K	0.29%	47
2021 Q4	$786K	Buy	+1,518	New	+$772K	0.3%	44

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

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

Kaydan Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,220 shares worth $752K. The position accounts for 0.25% of the portfolio, ranked #52.

Kaydan Wealth Management first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $786K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Kaydan Wealth Management held 1,220 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $752K as of Q1 2026.
Kaydan Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Kaydan Wealth Management's portfolio in Q1 2026, its #52 holding.
Kaydan Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $786K in Q4 2021.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.