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

RVW Wealth’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	$2.31M	Sell	3,521 -249	-7%	-$171K	0.15%	63
2026 Q2	$2.65M	Buy	3,770 +141	+4%	+$94.4K	0.17%	59
2026 Q1	$2.24M	Sell	3,629 -500	-12%	-$317K	0.17%	56
2025 Q4	$2.49M	Sell	4,129 -70	-2%	-$41.9K	0.19%	52
2025 Q3	$2.5M	Buy	4,199 +45	+1%	+$26.4K	0.2%	52
2025 Q2	$2.35M	Sell	4,154 -162	-4%	-$86.9K	0.2%	53
2025 Q1	$2.3M	Sell	4,316 -1,509	-26%	-$857K	0.22%	49
2024 Q4	$3.32M	Sell	5,825 -478	-8%	-$280K	0.31%	43
2024 Q3	$3.59M	Sell	6,303 -392	-6%	-$216K	0.33%	43
2024 Q2	$3.58M	Sell	6,695 -684	-9%	-$368K	0.36%	41
2024 Q1	$4.11M	Sell	7,379 -884	-11%	-$458K	0.42%	39
2023 Q4	$4.19M	Sell	8,263 -473	-5%	-$220K	0.46%	40
2023 Q3	$3.99M	Sell	8,736 -178	-2%	-$85.3K	0.48%	38
2023 Q2	$4.27M	Sell	8,914 -1,687	-16%	-$768K	0.5%	39
2023 Q1	$4.86M	Sell	10,601 -169	-2%	-$78.8K	0.6%	39
2022 Q4	$4.77M	Buy	+10,770	New	+$4.76M	0.61%	36
2020 Q2	–	Sell	-16,221	Closed	-$4.26M	–	106
2020 Q1	$4.26M	Sell	16,221 -24,956	-61%	-$8.46M	1%	35
2019 Q4	$15.5M	Buy	41,177 +1,035	+3%	+$374K	3.38%	12
2019 Q3	$14.1M	Sell	40,142 -1,687	-4%	-$591K	3.37%	12
2019 Q2	$14.8M	Buy	41,829 +2,519	+6%	+$880K	3.53%	11
2019 Q1	$13.6M	Buy	+39,310	New	+$13.2M	3.46%	11

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

RVW Wealth's MDY Position: Q3 2026 in Review

RVW Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.6% in Q3 2026, selling an estimated $171K and leaving 3,521 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #63.

RVW Wealth first reported a position in MDY in Q1 2019 and has held it in 21 quarters since. The position peaked at $15.5M in Q4 2019. 488 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

RVW Wealth held 3,521 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.31M as of Q3 2026.
RVW Wealth sold 249 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $171K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of RVW Wealth's portfolio in Q3 2026, its #63 holding.
RVW Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 21 quarters since.
RVW Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $15.5M in Q4 2019.
488 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.