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NWAM LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NWAM 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
2015
Q1 		– Sell
-1,500
Closed -$390K – 264
2014
Q4 		$390K Buy
+1,500
New +$384K 0.17% 139

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWAM LLC's MDY Position: Q1 2026 in Review

NWAM LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 55% in Q1 2026, selling an estimated $772K and leaving 1,008 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #367.

NWAM LLC first reported a position in MDY in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.29M in Q4 2016. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • NWAM LLC held 1,008 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $622K as of Q1 2026.
  • NWAM LLC sold 1,219 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $772K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #367 holding.
  • NWAM LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 45 quarters since.
  • NWAM LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.29M in Q4 2016.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.