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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
Q3 		$7.88K Sell
12
-8
-40% -$5.5K ﹤0.01% 280
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

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Olistico Wealth's MDY Position: Q3 2026 in Review

Olistico Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 40% in Q3 2026, selling an estimated $5.5K and leaving 12 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Olistico Wealth first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.9K in Q3 2024. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Olistico Wealth held 12 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.88K as of Q3 2026.
  • Olistico Wealth sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $5.5K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #280 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 8 quarters since.
  • Olistico Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $19.9K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.