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

ORBA 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 Q1	$750K	Sell	1,216 -8	-0.7%	-$5.07K	0.89%	34
2025 Q4	$738K	Sell	1,224 -430	-26%	-$257K	0.64%	40
2025 Q3	$986K	Sell	1,654 -34	-2%	-$20K	0.81%	32
2025 Q2	$956K	Sell	1,688 -770	-31%	-$413K	0.87%	32
2025 Q1	$1.31M	Sell	2,458 -60	-2%	-$34.1K	0.66%	37
2024 Q4	$1.43M	Sell	2,518 -60	-2%	-$35.2K	0.75%	36
2024 Q3	$1.47M	Sell	2,578 -80	-3%	-$44.1K	0.74%	35
2024 Q2	$1.42M	Sell	2,658 -100	-4%	-$53.8K	0.74%	34
2024 Q1	$1.53M	Sell	2,758 -154	-5%	-$79.8K	0.85%	31
2023 Q4	$1.48M	Buy	+2,912	New	+$1.35M	0.89%	31

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORBA Wealth Advisors's MDY Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.65% in Q1 2026, selling an estimated $5.07K and leaving 1,216 shares worth $750K. The position accounts for 0.89% of the portfolio, ranked #34.

ORBA Wealth Advisors first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q1 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

ORBA Wealth Advisors held 1,216 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $750K as of Q1 2026.
ORBA Wealth Advisors sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $5.07K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.89% of ORBA Wealth Advisors's portfolio in Q1 2026, its #34 holding.
ORBA Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.53M in Q1 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.