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

Kingsview 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	$2.31M	Sell	3,283 -796	-20%	-$533K	0.03%	527
2026 Q1	$2.52M	Buy	4,079 +1,607	+65%	+$1.02M	0.03%	469
2025 Q4	$1.49M	Buy	2,472 +336	+16%	+$201K	0.02%	534
2025 Q3	$1.27M	Sell	2,136 -12	-0.6%	-$7.04K	0.02%	549
2025 Q2	$1.22M	Sell	2,148 -173	-7%	-$92.9K	0.02%	538
2025 Q1	$1.24M	Sell	2,321 -172	-7%	-$97.6K	0.02%	489
2024 Q4	$1.42M	Sell	2,493 -1,624	-39%	-$952K	0.03%	469
2024 Q3	$2.35M	Sell	4,117 -23	-0.6%	-$12.7K	0.05%	336
2024 Q2	$2.22M	Buy	4,140 +25	+0.6%	+$13.4K	0.05%	326
2024 Q1	$2.29M	Buy	4,115 +182	+5%	+$94.3K	0.06%	310
2023 Q4	$2M	Buy	3,933 +226	+6%	+$105K	0.06%	282
2023 Q3	$1.69M	Buy	3,707 +344	+10%	+$165K	0.06%	317
2023 Q2	$1.61M	Sell	3,363 -56	-2%	-$25.5K	0.06%	291
2023 Q1	$1.57M	Hold	3,419	–	–	0.07%	284
2022 Q4	$1.51M	Sell	3,419 -5	-0.1%	-$2.21K	0.07%	274
2022 Q3	$1.38M	Sell	3,424 -112	-3%	-$49.5K	0.07%	273
2022 Q2	$1.46M	Buy	3,536 +1,481	+72%	+$669K	0.07%	275
2022 Q1	$1.01M	Buy	2,055 +21	+1%	+$10.2K	0.04%	393
2021 Q4	$1.05M	Buy	2,034 +57	+3%	+$29K	0.04%	380
2021 Q3	$951K	Hold	1,977	–	–	0.05%	390
2021 Q2	$979K	Buy	1,977 +450	+29%	+$222K	0.05%	385
2021 Q1	$737K	Sell	1,527 -6,702	-81%	-$3.06M	0.04%	418
2020 Q4	$3.46M	Buy	8,229 +218	+3%	+$84K	0.25%	95
2020 Q3	$2.71M	Buy	8,011 +3,656	+84%	+$1.25M	0.24%	100
2020 Q2	$1.41M	Buy	4,355 +734	+20%	+$223K	0.14%	160
2020 Q1	$952K	Buy	3,621 +327	+10%	+$111K	0.13%	183
2019 Q4	$1.24M	Buy	+3,294	New	+$1.19M	0.16%	171

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

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

Kingsview Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 20% in Q2 2026, selling an estimated $533K and leaving 3,283 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #527.

Kingsview Wealth Management first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.46M in Q4 2020. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Kingsview Wealth Management held 3,283 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.31M as of Q2 2026.
Kingsview Wealth Management sold 796 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $533K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #527 holding.
Kingsview Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Kingsview Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.46M in Q4 2020.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.