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

Leo Wealth 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	$534K	Sell	865 -55	-6%	-$34.9K	0.04%	256
2025 Q4	$555K	Sell	920 -53	-5%	-$31.7K	0.04%	242
2025 Q3	$580K	Sell	973 -2	-0.2%	-$1.17K	0.08%	159
2025 Q2	$552K	Hold	975	–	–	0.04%	219
2025 Q1	$520K	Buy	975 +1	+0.1%	+$568	0.07%	172
2024 Q4	$555K	Hold	974	–	–	0.05%	223
2024 Q3	$555K	Buy	974 +181	+23%	+$99.7K	0.05%	211
2024 Q2	$424K	Sell	793 -75	-9%	-$40.3K	0.04%	236
2024 Q1	$483K	Hold	868	–	–	0.05%	217
2023 Q4	$443K	Buy	+868	New	+$403K	0.05%	213

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

Leo Wealth LLC's MDY Position: Q1 2026 in Review

Leo Wealth LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6% in Q1 2026, selling an estimated $34.9K and leaving 865 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #256.

Leo Wealth LLC first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $580K in Q3 2025. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Leo Wealth LLC held 865 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $534K as of Q1 2026.
Leo Wealth LLC sold 55 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $34.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #256 holding.
Leo Wealth LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $580K in Q3 2025.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.