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

McKinley Carter Wealth 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	$1.92M	Hold	3,111	–	–	0.11%	127
2025 Q4	$1.88M	Hold	3,111	–	–	0.1%	128
2025 Q3	$1.85M	Sell	3,111 -40	-1%	-$23.5K	0.1%	126
2025 Q2	$1.78M	Hold	3,151	–	–	0.1%	121
2025 Q1	$1.68M	Hold	3,151	–	–	0.1%	125
2024 Q4	$1.79M	Sell	3,151 -134	-4%	-$78.5K	0.11%	117
2024 Q3	$1.87M	Buy	3,285 +118	+4%	+$65K	0.11%	120
2024 Q2	$1.69M	Hold	3,167	–	–	0.11%	122
2024 Q1	$1.76M	Sell	3,167 -100	-3%	-$51.8K	0.12%	115
2023 Q4	$1.66M	Hold	3,267	–	–	0.12%	112
2023 Q3	$1.49M	Sell	3,267 -65	-2%	-$31.1K	0.12%	121
2023 Q2	$1.6M	Sell	3,332 -40	-1%	-$18.2K	0.12%	119
2023 Q1	$1.55M	Hold	3,372	–	–	0.12%	118
2022 Q4	$1.49M	Hold	3,372	–	–	0.13%	117
2022 Q3	$1.35M	Sell	3,372 -21	-0.6%	-$9.28K	0.13%	111
2022 Q2	$1.4M	Hold	3,393	–	–	0.12%	114
2022 Q1	$1.66M	Hold	3,393	–	–	0.13%	112
2021 Q4	$1.76M	Hold	3,393	–	–	0.13%	114
2021 Q3	$1.63M	Hold	3,393	–	–	0.13%	113
2021 Q2	$1.67M	Hold	3,393	–	–	0.14%	113
2021 Q1	$1.61M	Hold	3,393	–	–	0.14%	119
2020 Q4	$1.43M	Sell	3,393 -975	-22%	-$376K	0.19%	107
2020 Q3	$1.48M	Hold	4,368	–	–	0.33%	60
2020 Q2	$1.42M	Sell	4,368 -30	-0.7%	-$9.1K	0.35%	59
2020 Q1	$1.16M	Sell	4,398 -193	-4%	-$65.4K	0.35%	59
2019 Q4	$1.72M	Sell	4,591 -75	-2%	-$27.1K	0.4%	57
2019 Q3	$1.65M	Hold	4,666	–	–	0.42%	55
2019 Q2	$1.66M	Hold	4,666	–	–	0.45%	54
2019 Q1	$1.61M	Sell	4,666 -111	-2%	-$37.3K	0.45%	52
2018 Q4	$1.45M	Sell	4,777 -120	-2%	-$39.9K	0.48%	56
2018 Q3	$1.8M	Buy	4,897 +75	+2%	+$27.5K	0.53%	51
2018 Q2	$1.71M	Sell	4,822 -1,250	-21%	-$439K	0.55%	48
2018 Q1	$2.08M	Hold	6,072	–	–	0.68%	38
2017 Q4	$2.1M	Sell	6,072 -1,708	-22%	-$576K	0.72%	40
2017 Q3	$2.54M	Sell	7,780 -40	-0.5%	-$12.7K	0.97%	24
2017 Q2	$2.48M	Sell	7,820 -164	-2%	-$51.6K	1.1%	27
2017 Q1	$2.49M	Hold	7,984	–	–	1.16%	26
2016 Q4	$2.41M	Sell	7,984 -10	-0.1%	-$2.89K	1.22%	22
2016 Q3	$2.26M	Hold	7,994	–	–	1.16%	27
2016 Q2	$2.18M	Sell	7,994 -27	-0.3%	-$7.22K	1.13%	31
2016 Q1	$2.11M	Hold	8,021	–	–	1.17%	26
2015 Q4	$2.04M	Buy	8,021 +108	+1%	+$28.1K	1.17%	28
2015 Q3	$1.97M	Buy	7,913 +27	+0.3%	+$7.15K	1.23%	25
2015 Q2	$2.15M	Hold	7,886	–	–	1.17%	21
2015 Q1	$2.19M	Hold	7,886	–	–	1.41%	16
2014 Q4	$2.08M	Sell	7,886 -1,000	-11%	-$256K	1.63%	13
2014 Q3	$2.21M	Buy	+8,886	New	+$2.28M	2.1%	8
2014 Q2	–	Sell	-8,949	Closed	-$2.24M	–	94
2014 Q1	$2.24M	Hold	8,949	–	–	2.44%	7
2013 Q4	$2.19M	Hold	8,949	–	–	2.13%	9
2013 Q3	$2.02M	Sell	8,949 -278	-3%	-$61.8K	2.4%	14
2013 Q2	$1.94M	Buy	+9,227	New	+$1.95M	2.93%	12

Other funds holding MDY

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 $530B 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 $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

McKinley Carter Wealth Services's MDY Position: Q1 2026 in Review

McKinley Carter Wealth Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 3,111 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #127.

McKinley Carter Wealth Services first reported a position in MDY in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.54M in Q3 2017. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

McKinley Carter Wealth Services held 3,111 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.92M as of Q1 2026.
McKinley Carter Wealth Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #127 holding.
McKinley Carter Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 51 quarters since.
McKinley Carter Wealth Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.54M in Q3 2017.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.