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

NWF Advisory Services’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 Q3	$369K	Hold	562	–	–	0.03%	275
2026 Q2	$395K	Hold	562	–	–	0.04%	260
2026 Q1	$347K	Hold	562	–	–	0.04%	270
2025 Q4	$339K	Hold	562	–	–	0.04%	266
2025 Q3	$335K	Hold	562	–	–	0.04%	275
2025 Q2	$318K	Hold	562	–	–	0.04%	278
2025 Q1	$300K	Buy	562 +1	+0.2%	+$568	0.04%	251
2024 Q4	$321K	Sell	561 -1	-0.2%	-$586	0.05%	192
2024 Q3	$320K	Hold	562	–	–	0.05%	231
2024 Q2	$301K	Sell	562 -30	-5%	-$16.1K	0.05%	219
2024 Q1	$329K	Buy	+592	New	+$307K	0.06%	211

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

PCA

Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

NWF Advisory Services's MDY Position: Q3 2026 in Review

NWF Advisory Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 562 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #275.

NWF Advisory Services first reported a position in MDY in Q1 2024 and has held it in 11 quarters since. The position peaked at $395K in Q2 2026. 348 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

NWF Advisory Services held 562 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $369K as of Q3 2026.
NWF Advisory Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #275 holding.
NWF Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 11 quarters since.
NWF Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $395K in Q2 2026.
348 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.