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

Rockline 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	$599K	Sell	852 -3	-0.4%	-$2.01K	0.11%	66
2026 Q1	$527K	Hold	855	–	–	0.11%	64
2025 Q4	$516K	Hold	855	–	–	0.11%	64
2025 Q3	$510K	Hold	855	–	–	0.11%	65
2025 Q2	$484K	Hold	855	–	–	0.11%	67
2025 Q1	$456K	Hold	855	–	–	0.13%	66
2024 Q4	$487K	Hold	855	–	–	0.13%	70
2024 Q3	$487K	Sell	855 -63	-7%	-$34.7K	0.14%	70
2024 Q2	$491K	Buy	+918	New	+$494K	0.15%	68

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

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

Rockline Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.35% in Q2 2026, selling an estimated $2.01K and leaving 852 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #66.

Rockline Wealth Management first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Rockline Wealth Management held 852 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $599K as of Q2 2026.
Rockline Wealth Management sold 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Rockline Wealth Management's portfolio in Q2 2026, its #66 holding.
Rockline Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.