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

Modern 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	$657K	Buy	935 +587	+169%	+$393K	0.01%	637
2026 Q1	$216K	Hold	348	–	–	﹤0.01%	815
2025 Q4	$210K	Buy	+348	New	+$208K	﹤0.01%	800
2024 Q3	–	Sell	-76,178	Closed	-$40.8M	–	451
2024 Q2	$40.8M	Buy	+76,178	New	+$41M	3.01%	7

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

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

Modern Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 169% in Q2 2026, buying an estimated $393K and bringing the position to 935 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #637.

Modern Wealth Management first reported a position in MDY in Q2 2024 and has held it in 4 quarters since. The position peaked at $40.8M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Modern Wealth Management held 935 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $657K as of Q2 2026.
Modern Wealth Management bought 587 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $393K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #637 holding.
Modern Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 4 quarters since.
Modern Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $40.8M in Q2 2024.
1,534 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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