RMR Wealth Builders
MDY icon

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

RMR Wealth Builders’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
Q3 		$8.35M Sell
12,721
-674
-5% -$464K 0.49% 33
2026
Q2 		$9.42M Sell
13,395
-571
-4% -$382K 0.59% 27
2026
Q1 		$8.61M Sell
13,966
-429
-3% -$272K 0.68% 24
2025
Q4 		$8.68M Sell
14,395
-510
-3% -$305K 0.69% 25
2025
Q3 		$8.88M Buy
14,905
+219
+1% +$129K 0.74% 24
2025
Q2 		$8.32M Buy
14,686
+323
+2% +$173K 0.76% 24
2025
Q1 		$7.66M Buy
14,363
+113
+0.8% +$64.1K 0.81% 23
2024
Q4 		$8.12M Buy
14,250
+224
+2% +$131K 0.84% 22
2024
Q3 		$7.99M Sell
14,026
-163
-1% -$89.8K 0.85% 23
2024
Q2 		$7.59M Buy
14,189
+132
+0.9% +$71K 0.87% 22
2024
Q1 		$7.82M Buy
14,057
+78
+0.6% +$40.4K 0.95% 22
2023
Q4 		$7.09M Buy
13,979
+1,099
+9% +$510K 1% 23
2023
Q3 		$5.88M Buy
12,880
+488
+4% +$234K 0.94% 23
2023
Q2 		$5.93M Buy
12,392
+207
+2% +$94.2K 1.01% 23
2023
Q1 		$5.59M Sell
12,185
-77
-0.6% -$35.9K 1.06% 19
2022
Q4 		$5.43M Buy
12,262
+579
+5% +$256K 1.23% 18
2022
Q3 		$4.69M Buy
11,683
+918
+9% +$405K 1.15% 20
2022
Q2 		$4.45M Buy
10,765
+845
+9% +$382K 1.11% 21
2022
Q1 		$4.86M Sell
9,920
-148
-1% -$72K 1.04% 23
2021
Q4 		$5.21M Buy
10,068
+885
+10% +$450K 1.5% 18
2021
Q3 		$4.42M Buy
9,183
+1,838
+25% +$903K 1.3% 12
2021
Q2 		$3.62M Sell
7,345
-2,730
-27% -$1.35M 1.19% 13
2021
Q1 		$4.8M Buy
10,075
+6,128
+155% +$2.79M 1.25% 11
2020
Q4 		$1.66M Sell
3,947
-7,060
-64% -$2.72M 0.81% 23
2020
Q3 		$3.73M Buy
11,007
+9,420
+594% +$3.22M 0.97% 18
2020
Q2 		$515K Buy
+1,587
New +$481K 0.46% 50
2019
Q4 		$765K Buy
+2,037
New +$736K 0.74% 32

Other funds holding MDY

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RMR Wealth Builders's MDY Position: Q3 2026 in Review

RMR Wealth Builders reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5% in Q3 2026, selling an estimated $464K and leaving 12,721 shares worth $8.35M. The position accounts for 0.49% of the portfolio, ranked #33.

RMR Wealth Builders first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.42M in Q2 2026. 722 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • RMR Wealth Builders held 12,721 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.35M as of Q3 2026.
  • RMR Wealth Builders sold 674 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $464K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of RMR Wealth Builders's portfolio in Q3 2026, its #33 holding.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • RMR Wealth Builders's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.42M in Q2 2026.
  • 722 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.