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 Q2	$453K	Sell	644 -572	-47%	-$383K	0.39%	56
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 $1.55T 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

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

ORBA Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 47% in Q2 2026, selling an estimated $383K and leaving 644 shares worth $453K. The position accounts for 0.39% of the portfolio, ranked #56.

ORBA Wealth Advisors first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q1 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

ORBA Wealth Advisors held 644 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $453K as of Q2 2026.
ORBA Wealth Advisors sold 572 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $383K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.39% of ORBA Wealth Advisors's portfolio in Q2 2026, its #56 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 11 quarters since.
ORBA Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.53M in Q1 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.