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

Ritholtz Wealth Management’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	$543K	Sell	772 -7	-0.9%	-$4.69K	0.01%	826
2026 Q1	$480K	Buy	779 +3	+0.4%	+$1.9K	0.01%	806
2025 Q4	$468K	Buy	776 +330	+74%	+$197K	0.01%	742
2025 Q3	$266K	Buy	446 +28	+7%	+$16.4K	0.01%	886
2025 Q2	$237K	Hold	418	–	–	0.01%	869
2025 Q1	$223K	Hold	418	–	–	0.01%	832
2024 Q4	$238K	Hold	418	–	–	0.01%	773
2024 Q3	$238K	Hold	418	–	–	0.01%	765
2024 Q2	$224K	Hold	418	–	–	0.01%	736
2024 Q1	$233K	Hold	418	–	–	0.01%	706
2023 Q4	$212K	Buy	+418	New	+$194K	0.01%	688

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

Ritholtz Wealth Management's MDY Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.9% in Q2 2026, selling an estimated $4.69K and leaving 772 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #826.

Ritholtz Wealth Management first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Ritholtz Wealth Management held 772 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $543K as of Q2 2026.
Ritholtz Wealth Management sold 7 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.69K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #826 holding.
Ritholtz Wealth Management 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.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.