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

Moss Adams 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	–	Sell	-679	Closed	-$411K	–	287
2025 Q4	$411K	Hold	679	–	–	0.03%	156
2025 Q3	$406K	Buy	679 +78	+13%	+$45.8K	0.03%	154
2025 Q2	$342K	Buy	+601	New	+$323K	0.03%	178

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

Moss Adams Wealth Advisors's MDY Position: Q1 2026 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 679 shares — an estimated $411K sold.

Moss Adams Wealth Advisors first reported a position in MDY in Q2 2025 and held it in 3 quarters. The position peaked at $411K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Moss Adams Wealth Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Moss Adams Wealth Advisors sold 679 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $411K.
Moss Adams Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and held it in 3 quarters.
Moss Adams Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $411K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.