Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$206K	Buy	+293	New	+$196K	0.02%	197
2026 Q1	–	Sell	-245	Closed	-$148K	–	460
2025 Q4	$148K	Buy	+245	New	+$147K	0.02%	209
2025 Q2	–	Sell	-245	Closed	-$131K	–	480
2025 Q1	$131K	Sell	245 -30	-11%	-$17K	0.02%	209
2024 Q4	$157K	Hold	275	–	–	0.02%	192
2024 Q3	$157K	Sell	275 -30	-10%	-$16.5K	0.03%	198
2024 Q2	$163K	Sell	305 -50	-14%	-$26.9K	0.03%	187
2024 Q1	$198K	Sell	355 -97	-21%	-$50.2K	0.03%	176
2023 Q4	$229K	Hold	452	–	–	0.04%	163
2023 Q3	$206K	Buy	452 +1	+0.2%	+$479	0.04%	166
2023 Q2	$216K	Hold	451	–	–	0.04%	163
2023 Q1	$207K	Hold	451	–	–	0.04%	166
2022 Q4	$199K	Buy	451 +1	+0.2%	+$442	0.05%	162
2022 Q3	$181K	Buy	450 +1	+0.2%	+$442	0.05%	162
2022 Q2	$186K	Hold	449	–	–	0.05%	160
2022 Q1	$220K	Hold	449	–	–	0.05%	160
2021 Q4	$232K	Hold	449	–	–	0.05%	158
2021 Q3	$216K	Buy	449 +1	+0.2%	+$491	0.05%	158
2021 Q2	$220K	Hold	448	–	–	0.05%	162
2021 Q1	$213K	Buy	448 +33	+8%	+$15K	0.05%	156
2020 Q4	$174K	Hold	415	–	–	0.05%	159
2020 Q3	$141K	Hold	415	–	–	0.04%	161
2020 Q2	$135K	Buy	415 +1	+0.2%	+$303	0.04%	155
2020 Q1	$109K	Buy	414 +7	+2%	+$2.37K	0.04%	156
2019 Q4	$153K	Hold	407	–	–	0.05%	156
2019 Q3	$143K	Hold	407	–	–	0.05%	154
2019 Q2	$144K	Hold	407	–	–	0.05%	154
2019 Q1	$140K	Hold	407	–	–	0.05%	153
2018 Q4	$123K	Buy	+407	New	+$135K	0.05%	151

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

Laurel Wealth Advisors (North Carolina)'s MDY Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 293 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Laurel Wealth Advisors (North Carolina) previously reported a position in MDY as recently as Q4 2025.

Laurel Wealth Advisors (North Carolina) first reported a position in MDY in Q4 2018 and has held it in 28 quarters since. The position peaked at $232K in Q4 2021. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 293 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $206K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Laurel Wealth Advisors (North Carolina) position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #197 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 28 quarters since.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $232K in Q4 2021.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.