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

Midland 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	$572K	Hold	813	–	–	0.03%	104
2026 Q1	$501K	Sell	813 -31	-4%	-$19.6K	0.03%	111
2025 Q4	$509K	Sell	844 -3	-0.4%	-$1.79K	0.03%	108
2025 Q3	$505K	Sell	847 -34	-4%	-$20K	0.03%	115
2025 Q2	$499K	Sell	881 -155	-15%	-$83.2K	0.03%	120
2025 Q1	$553K	Sell	1,036 -42	-4%	-$23.8K	0.03%	125
2024 Q4	$614K	Sell	1,078 -380	-26%	-$223K	0.04%	119
2024 Q3	$831K	Sell	1,458 -8	-0.5%	-$4.41K	0.05%	105
2024 Q2	$784K	Sell	1,466 -206	-12%	-$111K	0.05%	106
2024 Q1	$930K	Sell	1,672 -5	-0.3%	-$2.59K	0.06%	92
2023 Q4	$851K	Buy	+1,677	New	+$779K	0.06%	98

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

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

Midland Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 813 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #104.

Midland Wealth Advisors first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $930K in Q1 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Midland Wealth Advisors held 813 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $572K as of Q2 2026.
Midland 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 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Midland Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $930K in Q1 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.