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

Meridian Wealth Management’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	$3.3M	Sell	4,687 -192	-4%	-$129K	0.1%	187
2026 Q1	$3.01M	Buy	4,879 +106	+2%	+$67.2K	0.11%	176
2025 Q4	$2.88M	Buy	4,773 +1	+0%	+$598	0.1%	178
2025 Q3	$2.84M	Buy	4,772 +353	+8%	+$207K	0.11%	171
2025 Q2	$2.5M	Sell	4,419 -34	-0.8%	-$18.2K	0.11%	177
2025 Q1	$2.38M	Sell	4,453 -7	-0.2%	-$3.97K	0.12%	171
2024 Q4	$2.54M	Sell	4,460 -116	-3%	-$68K	0.12%	164
2024 Q3	$2.61M	Sell	4,576 -4	-0.1%	-$2.2K	0.13%	162
2024 Q2	$2.45M	Buy	+4,580	New	+$2.46M	0.29%	68
2024 Q1	–	Sell	-5,144	Closed	-$2.61M	–	371
2023 Q4	$2.61M	Hold	5,144	–	–	0.17%	137
2023 Q3	$2.35M	Sell	5,144 -806	-14%	-$386K	0.14%	135
2023 Q2	$2.85M	Sell	5,950 -488	-8%	-$222K	0.24%	89
2023 Q1	$2.95M	Sell	6,438 -12	-0.2%	-$5.59K	0.26%	89
2022 Q4	$2.86M	Sell	6,450 -423	-6%	-$187K	0.28%	80
2022 Q3	$2.76M	Sell	6,873 -2,876	-30%	-$1.27M	0.3%	84
2022 Q2	$4.03M	Buy	9,749 +3,525	+57%	+$1.59M	0.33%	75
2022 Q1	$3.05M	Sell	6,224 -273	-4%	-$133K	0.33%	69
2021 Q4	$3.36M	Sell	6,497 -115	-2%	-$58.5K	0.36%	60
2021 Q3	$3.18M	Sell	6,612 -188	-3%	-$92.3K	0.39%	56
2021 Q2	$3.34M	Buy	6,800 +117	+2%	+$57.7K	0.43%	50
2021 Q1	$3.18M	Sell	6,683 -93	-1%	-$42.4K	0.46%	47
2020 Q4	$2.85M	Buy	6,776 +4,799	+243%	+$1.85M	0.45%	49
2020 Q3	$670K	Buy	+1,977	New	+$675K	0.16%	115

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Meridian Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q2 2026, selling an estimated $129K and leaving 4,687 shares worth $3.3M. The position accounts for 0.1% of the portfolio, ranked #187.

Meridian Wealth Management first reported a position in MDY in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.03M in Q2 2022. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Meridian Wealth Management held 4,687 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.3M as of Q2 2026.
Meridian Wealth Management sold 192 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $129K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Meridian Wealth Management's portfolio in Q2 2026, its #187 holding.
Meridian Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 23 quarters since.
Meridian Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.03M in Q2 2022.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.