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

Medallion Wealth Advisors’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	$315K	Sell	511 -13	-2%	-$8.24K	0.1%	183
2025 Q4	$316K	Buy	524 +1	+0.2%	+$598	0.11%	179
2025 Q3	$311K	Buy	523 +3	+0.6%	+$1.76K	0.11%	177
2025 Q2	$299K	Buy	520 +1	+0.2%	+$537	0.12%	174
2025 Q1	$279K	Buy	519 +3	+0.6%	+$1.7K	0.13%	161
2024 Q4	$294K	Buy	+516	New	+$302K	0.15%	149

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

Medallion Wealth Advisors's MDY Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q1 2026, selling an estimated $8.24K and leaving 511 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #183.

Medallion Wealth Advisors first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Medallion Wealth Advisors held 511 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $315K as of Q1 2026.
Medallion Wealth Advisors sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $8.24K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Medallion Wealth Advisors's portfolio in Q1 2026, its #183 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $316K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.