MPWM Advisory Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

MPWM Advisory Solutions’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	$43.2K	Hold	70	–	–	0.02%	211
2025 Q4	$42.2K	Hold	70	–	–	0.02%	191
2025 Q3	$41.7K	Hold	70	–	–	0.02%	180
2025 Q2	$39.7K	Sell	70 -10	-13%	-$5.37K	0.03%	180
2025 Q1	$42.7K	Hold	80	–	–	0.03%	161
2024 Q4	$45.6K	Buy	+80	New	+$46.9K	0.03%	161

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

MPWM Advisory Solutions's MDY Position: Q1 2026 in Review

MPWM Advisory Solutions held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 70 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #211.

MPWM Advisory Solutions first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.6K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

MPWM Advisory Solutions held 70 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $43.2K as of Q1 2026.
MPWM Advisory Solutions 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 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #211 holding.
MPWM Advisory Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $45.6K in Q4 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 MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.