Money Concepts Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Money Concepts Capital’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	$361K	Sell	585 -116	-17%	-$73.5K	0.02%	430
2025 Q4	$423K	Buy	+701	New	+$419K	0.02%	374
2025 Q1	–	Sell	-4,435	Closed	-$2.53M	–	433
2024 Q4	$2.53M	Buy	4,435 +2,848	+179%	+$1.67M	0.19%	127
2024 Q3	$904K	Sell	1,587 -3,284	-67%	-$1.81M	0.07%	222
2024 Q2	$2.61M	Sell	4,871 -167	-3%	-$89.8K	0.22%	110
2024 Q1	$2.8M	Buy	+5,038	New	+$2.61M	0.26%	103
2023 Q1	–	Sell	-1,418	Closed	-$628K	–	1910
2022 Q4	$628K	Buy	1,418 +1,091	+334%	+$482K	0.03%	380
2022 Q3	$131K	Buy	327 +1	+0.3%	+$442	0.01%	513
2022 Q2	$137K	Sell	326 -449	-58%	-$203K	0.01%	498
2022 Q1	$380K	Buy	+775	New	+$377K	0.02%	514

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

Money Concepts Capital's MDY Position: Q1 2026 in Review

Money Concepts Capital reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 17% in Q1 2026, selling an estimated $73.5K and leaving 585 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #430.

Money Concepts Capital first reported a position in MDY in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.8M in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Money Concepts Capital held 585 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $361K as of Q1 2026.
Money Concepts Capital sold 116 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $73.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #430 holding.
Money Concepts Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 10 quarters since.
Money Concepts Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.8M in Q1 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.