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

Olistico Wealth’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	$14.1K	Hold	20	–	–	0.01%	231
2026 Q1	$12.3K	Hold	20	–	–	0.01%	242
2025 Q4	$12.1K	Buy	+20	New	+$12K	0.01%	243
2025 Q3	–	Sell	-25	Closed	-$14.2K	–	243
2025 Q2	$14.2K	Hold	25	–	–	0.01%	249
2025 Q1	$13.3K	Sell	25 -10	-29%	-$5.68K	0.01%	235
2024 Q4	$19.9K	Hold	35	–	–	0.01%	211
2024 Q3	$19.9K	Buy	+35	New	+$19.3K	0.01%	212

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

Olistico Wealth's MDY Position: Q2 2026 in Review

Olistico Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 20 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Olistico Wealth first reported a position in MDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.9K in Q3 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Olistico Wealth held 20 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $14.1K as of Q2 2026.
Olistico Wealth left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #231 holding.
Olistico Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 7 quarters since.
Olistico Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $19.9K in Q3 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.