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

Members 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 Q3	$267K	Sell	402 -160	-28%	-$110K	0.13%	101
2026 Q2	$395K	Hold	562	–	–	0.22%	77
2026 Q1	$373K	Hold	562	–	–	0.22%	75
2025 Q4	$357K	Sell	562 -16	-3%	-$9.6K	0.22%	74
2025 Q3	$345K	Buy	+578	New	+$339K	0.22%	70
2025 Q1	$302K	Hold	566	–	–	0.23%	80
2024 Q4	$328K	Buy	+566	New	+$332K	0.24%	77
2024 Q2	$337K	Buy	+583	New	+$313K	0.23%	73

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Members Wealth's MDY Position: Q3 2026 in Review

Members Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 28% in Q3 2026, selling an estimated $110K and leaving 402 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #101.

Members Wealth first reported a position in MDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $395K in Q2 2026. 927 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Members Wealth held 402 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $267K as of Q3 2026.
Members Wealth sold 160 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $110K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Members Wealth's portfolio in Q3 2026, its #101 holding.
Members Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 8 quarters since.
Members Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $395K in Q2 2026.
927 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.