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

Marcum Wealth’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 Q1	$270K	Buy	507 +11	+2%	+$6.24K	0.02%	306
2024 Q4	$283K	Sell	496 -3	-0.6%	-$1.76K	0.02%	294
2024 Q3	$284K	Buy	499 +2	+0.4%	+$1.1K	0.03%	298
2024 Q2	$266K	Sell	497 -36	-7%	-$19.4K	0.03%	293
2024 Q1	$297K	Buy	533 +11	+2%	+$5.7K	0.03%	272
2023 Q4	$265K	Buy	522 +36	+7%	+$16.7K	0.03%	281
2023 Q3	$222K	Hold	486	–	–	0.03%	300
2023 Q2	$233K	Hold	486	–	–	0.03%	298
2023 Q1	$223K	Sell	486 -11	-2%	-$5.13K	0.03%	301
2022 Q4	$220K	Sell	497 -15	-3%	-$6.63K	0.03%	293
2022 Q3	$206K	Sell	512 -41	-7%	-$18.1K	0.03%	297
2022 Q2	$229K	Buy	+553	New	+$250K	0.03%	276
2021 Q3	–	Sell	-934	Closed	-$459K	–	377
2021 Q2	$459K	Sell	934 -10	-1%	-$4.93K	0.07%	159
2021 Q1	$449K	Buy	+944	New	+$430K	0.07%	159

Other funds holding MDY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Marcum Wealth's MDY Position: Q1 2025 in Review

Marcum Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q1 2025, buying an estimated $6.24K and bringing the position to 507 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #306.

Marcum Wealth first reported a position in MDY in Q1 2021 and has held it in 14 quarters since. The position peaked at $459K in Q2 2021. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Marcum Wealth held 507 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $270K as of Q1 2025.
Marcum Wealth bought 11 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $6.24K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #306 holding.
Marcum Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 14 quarters since.
Marcum Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $459K in Q2 2021.
1,358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.