Madden Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Madden Advisory Services’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	$216K	Sell	350 -14	-4%	-$8.87K	0.09%	108
2025 Q4	$220K	Hold	364	–	–	0.09%	102
2025 Q3	$217K	Sell	364 -96	-21%	-$56.3K	0.08%	104
2025 Q2	$261K	Buy	460 +32	+7%	+$17.2K	0.11%	93
2025 Q1	$228K	Buy	428 +5	+1%	+$2.84K	0.11%	97
2024 Q4	$241K	Sell	423 -2	-0.5%	-$1.17K	0.11%	93
2024 Q3	$242K	Sell	425 -1	-0.2%	-$551	0.11%	93
2024 Q2	$228K	Buy	426 +19	+5%	+$10.2K	0.12%	87
2024 Q1	$226K	Hold	407	–	–	0.12%	88
2023 Q4	$207K	Buy	+407	New	+$189K	0.12%	89
2014 Q4	–	Sell	-39	Closed	-$10K	–	340
2014 Q3	$10K	Buy	+39	New	+$10K	0.01%	291

Other funds holding MDY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return