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 Q2	$836K	Sell	1,189 -31	-3%	-$20.8K	0.25%	51
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 $1.55T 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

Kaydan Wealth Management's MDY Position: Q2 2026 in Review

Kaydan Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q2 2026, selling an estimated $20.8K and leaving 1,189 shares worth $836K. The position accounts for 0.25% of the portfolio, ranked #51.

Kaydan Wealth Management first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Kaydan Wealth Management held 1,189 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $836K as of Q2 2026.
Kaydan Wealth Management sold 31 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $20.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Kaydan Wealth Management's portfolio in Q2 2026, its #51 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 19 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.