KWMG LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

KWMG LLC’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	–	Sell	-508	Closed	-$306K	–	150
2025 Q4	$306K	Hold	508	–	–	0.03%	135
2025 Q3	$303K	Hold	508	–	–	0.03%	134
2025 Q2	$288K	Hold	508	–	–	0.03%	137
2025 Q1	$271K	Hold	508	–	–	0.03%	134
2024 Q4	$289K	Hold	508	–	–	0.03%	125
2024 Q3	$289K	Hold	508	–	–	0.03%	127
2024 Q2	$272K	Hold	508	–	–	0.03%	124
2024 Q1	$283K	Sell	508 -19	-4%	-$9.84K	0.03%	120
2023 Q4	$267K	Buy	527 +19	+4%	+$8.82K	0.03%	128
2023 Q3	$232K	Hold	508	–	–	0.03%	130
2023 Q2	$243K	Hold	508	–	–	0.03%	130
2023 Q1	$233K	Hold	508	–	–	0.03%	134
2022 Q4	$225K	Hold	508	–	–	0.03%	134
2022 Q3	$204K	Sell	508 -7	-1%	-$3.09K	0.03%	138
2022 Q2	$213K	Buy	515 +7	+1%	+$3.16K	0.03%	137
2022 Q1	$249K	Hold	508	–	–	0.03%	135
2021 Q4	$263K	Hold	508	–	–	0.04%	137
2021 Q3	$244K	Hold	508	–	–	0.04%	135
2021 Q2	$245K	Hold	508	–	–	0.04%	136
2021 Q1	$242K	Hold	508	–	–	0.04%	135
2020 Q4	$213K	Buy	+508	New	+$196K	0.04%	135

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

KWMG LLC's MDY Position: Q1 2026 in Review

KWMG LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 508 shares — an estimated $306K sold.

KWMG LLC first reported a position in MDY in Q4 2020 and held it in 21 quarters. The position peaked at $306K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

KWMG LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
KWMG LLC sold 508 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $306K.
KWMG LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 21 quarters.
KWMG LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $306K in Q4 2025.
1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on KWMG LLC's 13F filing for Q1 2026, filed 9 Apr 2026.