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

Meridian 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 		$8.25M Sell
11,736
-170
-1% -$114K 0.94% 27
2026
Q1 		$7.34M Buy
11,906
+153
+1% +$97K 0.97% 25
2025
Q4 		$7.09M Sell
11,753
-948
-7% -$567K 0.98% 25
2025
Q3 		$7.57M Buy
12,701
+32
+0.3% +$18.8K 1.07% 24
2025
Q2 		$7.18M Sell
12,669
-119
-0.9% -$63.9K 1.13% 21
2025
Q1 		$6.82M Buy
12,788
+47
+0.4% +$26.7K 1.16% 23
2024
Q4 		$7.26M Buy
12,741
+72
+0.6% +$42.2K 1.2% 20
2024
Q3 		$7.22M Sell
12,669
-124
-1% -$68.3K 1.21% 20
2024
Q2 		$6.85M Sell
12,793
-113
-0.9% -$60.8K 1.22% 18
2024
Q1 		$7.18M Sell
12,906
-90
-0.7% -$46.6K 1.35% 16
2023
Q4 		$6.59M Sell
12,996
-709
-5% -$329K 1.44% 15
2023
Q3 		$6.26M Sell
13,705
-38
-0.3% -$18.2K 1.56% 13
2023
Q2 		$6.58M Buy
13,743
+379
+3% +$173K 1.59% 12
2023
Q1 		$6.13M Sell
13,364
-1,267
-9% -$591K 1.53% 13
2022
Q4 		$6.48M Buy
14,631
+2,046
+16% +$905K 1.67% 11
2022
Q3 		$5.05M Sell
12,585
-389
-3% -$172K 1.42% 14
2022
Q2 		$5.37M Buy
12,974
+248
+2% +$112K 1.43% 12
2022
Q1 		$6.24M Buy
12,726
+550
+5% +$268K 1.45% 14
2021
Q4 		$6.3M Sell
12,176
-13
-0.1% -$6.61K 1.53% 13
2021
Q3 		$5.86M Buy
12,189
+600
+5% +$295K 1.63% 13
2021
Q2 		$5.69M Buy
11,589
+294
+3% +$145K 1.61% 13
2021
Q1 		$5.38M Buy
11,295
+830
+8% +$378K 1.79% 12
2020
Q4 		$4.39M Buy
10,465
+587
+6% +$226K 1.6% 13
2020
Q3 		$3.35M Buy
9,878
+928
+10% +$317K 1.44% 15
2020
Q2 		$2.9M Sell
8,950
-107
-1% -$32.4K 1.34% 15
2020
Q1 		$2.38M Sell
9,057
-108
-1% -$36.6K 1.32% 17
2019
Q4 		$3.44M Buy
9,165
+188
+2% +$68K 1.36% 17
2019
Q3 		$3.16M Buy
8,977
+1,722
+24% +$603K 1.35% 17
2019
Q2 		$2.57M Sell
7,255
-14
-0.2% -$4.89K 1.79% 10
2019
Q1 		$2.51M Sell
7,269
-2,070
-22% -$696K 1.83% 10
2018
Q4 		$2.83M Buy
+9,339
New +$3.11M 2.17% 6

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Meridian Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q2 2026, selling an estimated $114K and leaving 11,736 shares worth $8.25M. The position accounts for 0.94% of the portfolio, ranked #27.

Meridian Wealth Advisors first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Meridian Wealth Advisors held 11,736 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.25M as of Q2 2026.
  • Meridian Wealth Advisors sold 170 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $114K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.94% of Meridian Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Meridian Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
  • 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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