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 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 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

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

Meridian Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q1 2026, buying an estimated $97K and bringing the position to 11,906 shares worth $7.34M. The position accounts for 0.97% of the portfolio, ranked #25.

Meridian Wealth Advisors first reported a position in MDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.57M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Meridian Wealth Advisors held 11,906 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.34M as of Q1 2026.
Meridian Wealth Advisors bought 153 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $97K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.97% of Meridian Wealth Advisors's portfolio in Q1 2026, its #25 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 30 quarters since.
Meridian Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.57M in Q3 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.