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

Lantern Wealth Advisors’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
2025 Q3	–	Sell	-481	Closed	-$273K	–	165
2025 Q2	$273K	Buy	+481	New	+$258K	0.16%	123
2024 Q4	$273K	Buy	478 +1	+0.2%	+$586	0.18%	105
2024 Q3	$272K	Buy	477 +1	+0.2%	+$551	0.19%	104
2024 Q2	$255K	Hold	476	–	–	0.18%	100
2024 Q1	$265K	Buy	476 +27	+6%	+$14K	0.19%	109
2023 Q4	$228K	Buy	+449	New	+$208K	0.18%	109

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Lantern Wealth Advisors's MDY Position: Q3 2025 in Review

Lantern Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 481 shares — an estimated $273K sold.

Lantern Wealth Advisors first reported a position in MDY in Q4 2023 and held it in 6 quarters. The position peaked at $273K in Q4 2024. 1,368 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Lantern Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Lantern Wealth Advisors sold 481 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $273K.
Lantern Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 6 quarters.
Lantern Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $273K in Q4 2024.
1,368 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Lantern Wealth Advisors's 13F filing for Q3 2025, filed 26 Nov 2025.