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

MBL 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
2026 Q2	$352K	Hold	500	–	–	0.02%	255
2026 Q1	$308K	Hold	500	–	–	0.02%	256
2025 Q4	$302K	Hold	500	–	–	0.02%	237
2025 Q3	$298K	Hold	500	–	–	0.03%	203
2025 Q2	$283K	Sell	500 -8	-2%	-$4.29K	0.03%	197
2025 Q1	$271K	Buy	508 +8	+2%	+$4.54K	0.03%	186
2024 Q4	$285K	Hold	500	–	–	0.03%	182
2024 Q3	$285K	Hold	500	–	–	0.03%	167
2024 Q2	$268K	Hold	500	–	–	0.03%	170
2024 Q1	$278K	Hold	500	–	–	0.03%	160
2023 Q4	$254K	Hold	500	–	–	0.03%	153
2023 Q3	$228K	Hold	500	–	–	0.03%	155
2023 Q2	$239K	Hold	500	–	–	0.03%	153
2023 Q1	$229K	Hold	500	–	–	0.04%	141
2022 Q4	$221K	Hold	500	–	–	0.04%	148
2022 Q3	$201K	Hold	500	–	–	0.04%	150
2022 Q2	$207K	Hold	500	–	–	0.05%	139
2022 Q1	$245K	Buy	+500	New	+$243K	0.06%	146
2021 Q1	$251K	Buy	+527	New	+$240K	0.09%	131

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

MBL Wealth's MDY Position: Q2 2026 in Review

MBL Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 500 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #255.

MBL Wealth first reported a position in MDY in Q1 2021 and has held it in 19 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

MBL Wealth held 500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $352K as of Q2 2026.
MBL Wealth left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #255 holding.
MBL Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 19 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.