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

Prosperity Capital 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
2025 Q4	–	Sell	-715	Closed	-$426K	–	428
2025 Q3	$426K	Hold	715	–	–	0.02%	303
2025 Q2	$405K	Hold	715	–	–	0.03%	286
2025 Q1	$384K	Buy	715 +160	+29%	+$90.8K	0.03%	262
2024 Q4	$316K	Hold	555	–	–	0.03%	273
2024 Q3	$316K	Hold	555	–	–	0.03%	268
2024 Q2	$297K	Sell	555 -400	-42%	-$215K	0.03%	245
2024 Q1	$532K	Buy	955 +555	+139%	+$287K	0.06%	204
2023 Q4	$203K	Buy	+400	New	+$186K	0.02%	251

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Prosperity Capital Advisors's MDY Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 715 shares — an estimated $426K sold.

Prosperity Capital Advisors first reported a position in MDY in Q4 2023 and held it in 8 quarters. The position peaked at $532K in Q1 2024. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Prosperity Capital Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 715 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $426K.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 8 quarters.
Prosperity Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $532K in Q1 2024.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.