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 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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth's MDY Position: Q2 2026 in Review

RVW Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q2 2026, buying an estimated $94.4K and bringing the position to 3,770 shares worth $2.65M. The position accounts for 0.17% of the portfolio, ranked #59.

RVW Wealth first reported a position in MDY in Q1 2019 and has held it in 20 quarters since. The position peaked at $15.5M in Q4 2019. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

RVW Wealth held 3,770 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.65M as of Q2 2026.
RVW Wealth bought 141 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $94.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of RVW Wealth's portfolio in Q2 2026, its #59 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 20 quarters since.
RVW Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $15.5M in Q4 2019.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.