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

Octavia 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 Q2	$445K	Sell	631 -13	-2%	-$8.71K	0.04%	132
2026 Q1	$398K	Sell	644 -54	-8%	-$34.2K	0.04%	150
2025 Q4	$423K	Sell	698 -49	-7%	-$29.3K	0.04%	150
2025 Q3	$447K	Buy	747 +14	+2%	+$8.22K	0.04%	146
2025 Q2	$417K	Sell	733 -4	-0.5%	-$2.15K	0.05%	133
2025 Q1	$394K	Hold	737	–	–	0.05%	141
2024 Q4	$421K	Sell	737 -9	-1%	-$5.28K	0.05%	128
2024 Q3	$426K	Buy	746 +2	+0.3%	+$1.1K	0.05%	134
2024 Q2	$400K	Buy	744 +4	+0.5%	+$2.15K	0.05%	139
2024 Q1	$412K	Buy	740 +101	+16%	+$52.3K	0.06%	137
2023 Q4	$325K	Sell	639 -129	-17%	-$59.9K	0.06%	166
2023 Q3	$352K	Buy	768 +213	+38%	+$102K	0.07%	128
2023 Q2	$267K	Buy	555 +4	+0.7%	+$1.82K	0.05%	154
2023 Q1	$253K	Hold	551	–	–	0.06%	154
2022 Q4	$245K	Hold	551	–	–	0.06%	157
2022 Q3	$222K	Hold	551	–	–	0.06%	152
2022 Q2	$229K	Hold	551	–	–	0.06%	150
2022 Q1	$271K	Sell	551 -4	-0.7%	-$1.95K	0.06%	151
2021 Q4	$288K	Buy	555 +4	+0.7%	+$2.04K	0.06%	153
2021 Q3	$265K	Hold	551	–	–	0.07%	147
2021 Q2	$271K	Sell	551 -4	-0.7%	-$1.97K	0.07%	140
2021 Q1	$265K	Hold	555	–	–	0.08%	140
2020 Q4	$234K	Buy	+555	New	+$214K	0.08%	142

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

Octavia Wealth Advisors's MDY Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2026, selling an estimated $8.71K and leaving 631 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #132.

Octavia Wealth Advisors first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $447K in Q3 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Octavia Wealth Advisors held 631 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $445K as of Q2 2026.
Octavia Wealth Advisors sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Octavia Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
Octavia Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $447K in Q3 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.