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

Resonant 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
2026 Q1	$5.77M	Buy	9,339 +141	+2%	+$89.4K	0.3%	58
2025 Q4	$5.57M	Buy	9,198 +15	+0.2%	+$8.97K	0.31%	62
2025 Q3	$5.49M	Sell	9,183 -269	-3%	-$158K	0.32%	61
2025 Q2	$5.37M	Sell	9,452 -267	-3%	-$143K	0.34%	57
2025 Q1	$5.2M	Hold	9,719	–	–	0.36%	53
2024 Q4	$5.56M	Hold	9,719	–	–	0.41%	51
2024 Q3	$5.55M	Hold	9,719	–	–	0.41%	49
2024 Q2	$5.22M	Sell	9,719 -40	-0.4%	-$21.5K	0.42%	51
2024 Q1	$5.44M	Buy	9,759 +19	+0.2%	+$9.84K	0.47%	46
2023 Q4	$4.96M	Sell	9,740 -12	-0.1%	-$5.57K	0.48%	44
2023 Q3	$4.47M	Sell	9,752 -14	-0.1%	-$6.71K	0.48%	44
2023 Q2	$4.69M	Sell	9,766 -37	-0.4%	-$16.8K	0.51%	46
2023 Q1	$4.51M	Hold	9,803	–	–	0.51%	49
2022 Q4	$4.37M	Sell	9,803 -132	-1%	-$58.4K	0.55%	46
2022 Q3	$4.03M	Sell	9,935 -297	-3%	-$131K	0.61%	45
2022 Q2	$4.25M	Sell	10,232 -1	-0%	-$452	0.66%	44
2022 Q1	$5.08M	Buy	10,233 +46	+0.5%	+$22.4K	0.75%	30
2021 Q4	$5.29M	Buy	10,187 +446	+5%	+$227K	0.8%	27
2021 Q3	$4.7M	Buy	9,741 +2,894	+42%	+$1.42M	0.82%	28
2021 Q2	$3.37M	Sell	6,847 -923	-12%	-$455K	0.65%	26
2021 Q1	$3.71M	Sell	7,770 -638	-8%	-$291K	0.76%	24
2020 Q4	$3.54M	Sell	8,408 -624	-7%	-$240K	0.84%	21
2020 Q3	$3.07M	Sell	9,032 -3,185	-26%	-$1.09M	0.87%	22
2020 Q2	$3.96M	Sell	12,217 -4,681	-28%	-$1.42M	1.15%	21
2020 Q1	$4.44M	Sell	16,898 -863	-5%	-$293K	1.62%	14
2019 Q4	$6.67M	Buy	+17,761	New	+$6.42M	2.1%	9

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

Resonant Capital Advisors's MDY Position: Q1 2026 in Review

Resonant Capital Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q1 2026, buying an estimated $89.4K and bringing the position to 9,339 shares worth $5.77M. The position accounts for 0.3% of the portfolio, ranked #58.

Resonant Capital Advisors first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.67M in Q4 2019. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Resonant Capital Advisors held 9,339 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.77M as of Q1 2026.
Resonant Capital Advisors bought 141 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $89.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.3% of Resonant Capital Advisors's portfolio in Q1 2026, its #58 holding.
Resonant Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Resonant Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.67M in Q4 2019.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.