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

Monograph 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 Q1	$516K	Hold	835	–	–	0.05%	91
2025 Q4	$506K	Hold	835	–	–	0.05%	85
2025 Q3	$499K	Hold	835	–	–	0.05%	90
2025 Q2	$475K	Hold	835	–	–	0.06%	80
2025 Q1	$447K	Hold	835	–	–	0.06%	75
2024 Q4	$477K	Hold	835	–	–	0.06%	74
2024 Q3	$477K	Buy	+835	New	+$460K	0.06%	75
2024 Q2	–	Sell	-835	Closed	-$465K	–	143
2024 Q1	$465K	Hold	835	–	–	0.07%	103
2023 Q4	$425K	Hold	835	–	–	0.08%	64
2023 Q3	$383K	Hold	835	–	–	0.08%	81
2023 Q2	$401K	Hold	835	–	–	0.09%	58
2023 Q1	$384K	Hold	835	–	–	0.09%	61
2022 Q4	$371K	Buy	+835	New	+$369K	0.1%	61
2022 Q3	–	Sell	-835	Closed	-$346K	–	75
2022 Q2	$346K	Hold	835	–	–	0.1%	55
2022 Q1	$410K	Hold	835	–	–	0.1%	58
2021 Q4	$434K	Buy	+835	New	+$425K	0.11%	55

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

Monograph Wealth Advisors's MDY Position: Q1 2026 in Review

Monograph Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 835 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #91.

Monograph Wealth Advisors first reported a position in MDY in Q4 2021 and has held it in 16 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Monograph Wealth Advisors held 835 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $516K as of Q1 2026.
Monograph Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Monograph Wealth Advisors's portfolio in Q1 2026, its #91 holding.
Monograph Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 16 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.