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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$761K Buy
1,235
+50
+4% +$31.7K 0.02% 382
2025
Q4
$715K Hold
1,185
0.01% 403
2025
Q3
$706K Buy
1,185
+31
+3% +$18.2K 0.01% 405
2025
Q2
$654K Sell
1,154
-247
-18% -$133K 0.01% 418
2025
Q1
$747K Buy
1,401
+501
+56% +$284K 0.02% 364
2024
Q4
$513K Buy
900
+262
+41% +$154K 0.01% 422
2024
Q3
$363K Hold
638
0.01% 506
2024
Q2
$341K Buy
638
+72
+13% +$38.7K 0.01% 506
2024
Q1
$315K Buy
566
+34
+6% +$17.6K 0.01% 541
2023
Q4
$270K Buy
532
+40
+8% +$18.6K 0.01% 488
2023
Q3
$225K Buy
492
+48
+11% +$23K 0.01% 502
2023
Q2
$213K Buy
+444
New +$202K 0.01% 508

Other funds holding MDY

Mission Wealth Management's MDY Position: Q1 2026 in Review

Mission Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.2% in Q1 2026, buying an estimated $31.7K and bringing the position to 1,235 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #382.

Mission Wealth Management first reported a position in MDY in Q2 2023 and has held it in 12 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Mission Wealth Management held 1,235 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $761K as of Q1 2026.
  • Mission Wealth Management bought 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $31.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #382 holding.
  • Mission Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 12 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.