Innovative Advisory Group, LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Innovative Advisory Group, LLC’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	-110	Closed	-$66.4K	–	143
2025 Q4	$66.4K	Hold	110	–	–	0.04%	65
2025 Q3	$65.6K	Hold	110	–	–	0.04%	63
2025 Q2	$62.3K	Hold	110	–	–	0.05%	60
2025 Q1	$58.7K	Hold	110	–	–	0.06%	58
2024 Q4	$62.7K	Buy	+110	New	+$64.5K	0.05%	54

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

Innovative Advisory Group, LLC's MDY Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 110 shares — an estimated $66.4K sold.

Innovative Advisory Group, LLC first reported a position in MDY in Q4 2024 and held it in 5 quarters. The position peaked at $66.4K in Q4 2025. 1,456 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 110 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $66.4K.
Innovative Advisory Group, LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $66.4K in Q4 2025.
1,456 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.