REDW Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $359K | Buy |
583
+2
| +0.3% | +$1.27K | 0.14% | 73 |
|
|
2025
Q4 | $350K | Buy |
581
+2
| +0.3% | +$1.2K | 0.13% | 75 |
|
|
2025
Q3 | $345K | Buy |
579
+2
| +0.3% | +$1.17K | 0.13% | 79 |
|
|
2025
Q2 | $327K | Sell |
577
-107
| -16% | -$57.4K | 0.13% | 74 |
|
|
2025
Q1 | $365K | Sell |
684
-9
| -1% | -$5.11K | 0.14% | 69 |
|
|
2024
Q4 | $395K | Sell |
693
-105
| -13% | -$61.5K | 0.14% | 67 |
|
|
2024
Q3 | $455K | Buy |
798
+2
| +0.3% | +$1.1K | 0.12% | 94 |
|
|
2024
Q2 | $426K | Buy |
796
+2
| +0.3% | +$1.07K | 0.11% | 100 |
|
|
2024
Q1 | $442K | Buy |
794
+4
| +0.5% | +$2.07K | 0.12% | 92 |
|
|
2023
Q4 | $401K | Buy |
790
+4
| +0.5% | +$1.86K | 0.11% | 97 |
|
|
2023
Q3 | $359K | Buy |
786
+2
| +0.3% | +$958 | 0.11% | 96 |
|
|
2023
Q2 | $376K | Buy |
784
+2
| +0.3% | +$911 | 0.11% | 98 |
|
|
2023
Q1 | $358K | Buy |
782
+3
| +0.4% | +$1.4K | 0.11% | 97 |
|
|
2022
Q4 | $345K | Buy |
779
+2
| +0.3% | +$884 | 0.12% | 96 |
|
|
2022
Q3 | $312K | Buy |
777
+2
| +0.3% | +$883 | 0.12% | 86 |
|
|
2022
Q2 | $320K | Sell |
775
-40
| -5% | -$18.1K | 0.12% | 86 |
|
|
2022
Q1 | $400K | Sell |
815
-59
| -7% | -$28.7K | 0.12% | 80 |
|
|
2021
Q4 | $453K | Buy |
874
+1
| +0.1% | +$509 | 0.13% | 68 |
|
|
2021
Q3 | $420K | Buy |
873
+2
| +0.2% | +$982 | 0.13% | 68 |
|
|
2021
Q2 | $428K | Sell |
871
-7
| -0.8% | -$3.45K | 0.14% | 69 |
|
|
2021
Q1 | $418K | Buy |
878
+2
| +0.2% | +$912 | 0.14% | 70 |
|
|
2020
Q4 | $368K | Buy |
876
+2
| +0.2% | +$770 | 0.14% | 64 |
|
|
2020
Q3 | $296K | Sell |
874
-105
| -11% | -$35.8K | 0.12% | 68 |
|
|
2020
Q2 | $318K | Buy |
979
+3
| +0.3% | +$910 | 0.16% | 59 |
|
|
2020
Q1 | $257K | Buy |
976
+2
| +0.2% | +$678 | 0.16% | 59 |
|
|
2019
Q4 | $365K | Sell |
974
-80
| -8% | -$28.9K | 0.2% | 54 |
|
|
2019
Q3 | $372K | Buy |
1,054
+2
| +0.2% | +$701 | 0.22% | 49 |
|
|
2019
Q2 | $373K | Buy |
1,052
+2
| +0.2% | +$699 | 0.22% | 51 |
|
|
2019
Q1 | $363K | Buy |
1,050
+2
| +0.2% | +$673 | 0.22% | 48 |
|
|
2018
Q4 | $317K | Buy |
1,048
+110
| +12% | +$36.6K | 0.22% | 48 |
|
|
2018
Q3 | $345K | Buy |
938
+2
| +0.2% | +$732 | 0.23% | 53 |
|
|
2018
Q2 | $332K | Buy |
936
+109
| +13% | +$38.3K | 0.24% | 52 |
|
|
2018
Q1 | $283K | Buy |
827
+2
| +0.2% | +$696 | 0.21% | 57 |
|
|
2017
Q4 | $285K | Buy |
825
+3
| +0.4% | +$1.01K | 0.22% | 54 |
|
|
2017
Q3 | $268K | Sell |
822
-61
| -7% | -$19.4K | 0.22% | 58 |
|
|
2017
Q2 | $281K | Sell |
883
-50
| -5% | -$15.7K | 0.27% | 52 |
|
|
2017
Q1 | $291K | Sell |
933
-30
| -3% | -$9.31K | 0.3% | 48 |
|
|
2016
Q4 | $290K | Buy |
+963
| New | +$278K | 0.33% | 47 |
|
Other funds holding MDY
REDW Wealth's MDY Position: Q1 2026 in Review
REDW Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.34% in Q1 2026, buying an estimated $1.27K and bringing the position to 583 shares worth $359K. The position accounts for 0.14% of the portfolio, ranked #73.
REDW Wealth first reported a position in MDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $455K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- REDW Wealth held 583 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $359K as of Q1 2026.
- REDW Wealth bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.27K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of REDW Wealth's portfolio in Q1 2026, its #73 holding.
- REDW Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 38 quarters since.
- REDW Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $455K in Q3 2024.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.