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

Marion Wealth Management’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	$835K	Buy	1,187 +73	+7%	+$48.9K	0.17%	89
2026 Q1	$687K	Buy	1,114 +3	+0.3%	+$1.9K	0.15%	86
2025 Q4	$707K	Buy	1,111 +3	+0.3%	+$1.79K	0.16%	85
2025 Q3	$661K	Buy	1,108 +3	+0.3%	+$1.76K	0.16%	85
2025 Q2	$626K	Sell	1,105 -930	-46%	-$499K	0.16%	86
2025 Q1	$1.09M	Buy	2,035 +4	+0.2%	+$2.27K	0.29%	72
2024 Q4	$1.16M	Buy	2,031 +3	+0.1%	+$1.76K	0.31%	71
2024 Q3	$1.16M	Buy	2,028 +314	+18%	+$173K	0.31%	70
2024 Q2	$917K	Buy	1,714 +295	+21%	+$159K	0.27%	77
2024 Q1	$789K	Buy	1,419 +415	+41%	+$215K	0.24%	80
2023 Q4	$509K	Sell	1,004 -19	-2%	-$8.82K	0.16%	85
2023 Q3	$467K	Buy	1,023 +502	+96%	+$241K	0.16%	86
2023 Q2	$250K	Buy	521 +1	+0.2%	+$455	0.09%	100
2023 Q1	$238K	Buy	520 +2	+0.4%	+$932	0.09%	100
2022 Q4	$229K	Buy	+518	New	+$229K	0.1%	96

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

Marion Wealth Management's MDY Position: Q2 2026 in Review

Marion Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.6% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,187 shares worth $835K. The position accounts for 0.17% of the portfolio, ranked #89.

Marion Wealth Management first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Marion Wealth Management held 1,187 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $835K as of Q2 2026.
Marion Wealth Management bought 73 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $48.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Marion Wealth Management's portfolio in Q2 2026, its #89 holding.
Marion Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Marion Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.16M in Q4 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.