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 Q2	$360K	Hold	511	–	–	0.11%	168
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 $1.55T 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

Medallion Wealth Advisors's MDY Position: Q2 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 511 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #168.

Medallion Wealth Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Medallion Wealth Advisors held 511 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $360K as of Q2 2026.
Medallion Wealth Advisors 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 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #168 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 7 quarters since.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.