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

Revolve Wealth Partners’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	$2.57M	Hold	3,649	–	–	0.27%	59
2026 Q1	$2.25M	Sell	3,649 -136	-4%	-$86.2K	0.29%	52
2025 Q4	$2.28M	Hold	3,785	–	–	0.27%	57
2025 Q3	$2.26M	Buy	3,785 +8	+0.2%	+$4.7K	0.27%	54
2025 Q2	$2.14M	Sell	3,777 -241	-6%	-$129K	0.28%	54
2025 Q1	$2.14M	Sell	4,018 -5	-0.1%	-$2.84K	0.31%	48
2024 Q4	$2.29M	Sell	4,023 -10	-0.2%	-$5.86K	0.33%	48
2024 Q3	$2.3M	Hold	4,033	–	–	0.35%	46
2024 Q2	$2.16M	Hold	4,033	–	–	0.35%	43
2024 Q1	$2.24M	Buy	4,033 +91	+2%	+$47.1K	0.38%	44
2023 Q4	$2M	Sell	3,942 -51	-1%	-$23.7K	0.39%	45
2023 Q3	$1.82M	Buy	3,993 +10	+0.3%	+$4.79K	0.42%	48
2023 Q2	$1.91M	Sell	3,983 -97	-2%	-$44.2K	0.45%	45
2023 Q1	$1.87M	Sell	4,080 -50	-1%	-$23.3K	0.48%	45
2022 Q4	$1.83M	Sell	4,130 -5	-0.1%	-$2.21K	0.52%	41
2022 Q3	$1.66M	Sell	4,135 -104	-2%	-$45.9K	0.55%	35
2022 Q2	$1.75M	Buy	4,239 +342	+9%	+$154K	0.58%	35
2022 Q1	$1.91M	Buy	3,897 +64	+2%	+$31.1K	0.55%	37
2021 Q4	$1.98M	Buy	+3,833	New	+$1.95M	0.57%	36

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

Revolve Wealth Partners's MDY Position: Q2 2026 in Review

Revolve Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 3,649 shares worth $2.57M. The position accounts for 0.27% of the portfolio, ranked #59.

Revolve Wealth Partners first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Revolve Wealth Partners held 3,649 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.57M as of Q2 2026.
Revolve Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Revolve Wealth Partners's portfolio in Q2 2026, its #59 holding.
Revolve Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.