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

RWA Wealth Partners’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	$2.99M	Buy	4,256 +401	+10%	+$269K	0.03%	225
2026 Q1	$2.38M	Buy	3,855 +1	+0%	+$634	0.03%	236
2025 Q4	$2.32M	Buy	3,854 +101	+3%	+$60.4K	0.03%	243
2025 Q3	$2.24M	Buy	3,753 +45	+1%	+$26.4K	0.03%	244
2025 Q2	$2.1M	Buy	3,708 +1	+0%	+$537	0.03%	240
2025 Q1	$1.98M	Sell	3,707 -806	-18%	-$458K	0.02%	248
2024 Q4	$2.57M	Hold	4,513	–	–	0.03%	218
2024 Q3	$2.57M	Buy	4,513 +27	+0.6%	+$14.9K	0.03%	224
2024 Q2	$2.4M	Sell	4,486 -835	-16%	-$449K	0.03%	216
2024 Q1	$2.96M	Buy	5,321 +1	+0%	+$518	0.04%	194
2023 Q4	$2.7M	Buy	5,320 +539	+11%	+$250K	0.04%	195
2023 Q3	$2.18M	Buy	4,781 +58	+1%	+$27.8K	0.05%	129
2023 Q2	$2.26M	Buy	4,723 +3,863	+449%	+$1.76M	0.05%	120
2023 Q1	$394K	Buy	860 +210	+32%	+$97.9K	0.01%	190
2022 Q4	$302K	Sell	650 -89	-12%	-$39.4K	0.01%	216
2022 Q3	$297K	Sell	739 -7	-0.9%	-$3.09K	0.02%	199
2022 Q2	$309K	Sell	746 -32	-4%	-$14.4K	0.02%	187
2022 Q1	$382K	Sell	778 -15	-2%	-$7.3K	0.02%	189
2021 Q4	$411K	Hold	793	–	–	0.03%	186
2021 Q3	$382K	Sell	793 -30	-4%	-$14.7K	0.03%	186
2021 Q2	$404K	Sell	823 -98	-11%	-$48.3K	0.03%	182
2021 Q1	$439K	Sell	921 -221	-19%	-$101K	0.04%	171
2020 Q4	$480K	Sell	1,142 -800	-41%	-$308K	0.04%	160
2020 Q3	$658K	Buy	1,942 +182	+10%	+$62.1K	0.07%	132
2020 Q2	$571K	Sell	1,760 -9	-0.5%	-$2.73K	0.07%	137
2020 Q1	$465K	Buy	1,769 +178	+11%	+$60.4K	0.07%	139
2019 Q4	$597K	Sell	1,591 -259	-14%	-$93.6K	0.06%	154
2019 Q3	$652K	Buy	1,850 +1,091	+144%	+$382K	0.07%	144
2019 Q2	$269K	Hold	759	–	–	0.03%	199
2019 Q1	$262K	Sell	759 -21	-3%	-$7.06K	0.03%	196
2018 Q4	$236K	Sell	780 -105	-12%	-$35K	0.03%	198
2018 Q3	$325K	Sell	885 -110	-11%	-$40.3K	0.04%	178
2018 Q2	$353K	Buy	995 +235	+31%	+$82.6K	0.04%	181
2018 Q1	$260K	Buy	760 +2	+0.3%	+$696	0.03%	170
2017 Q4	$262K	Buy	758 +6	+0.8%	+$2.02K	0.03%	201
2017 Q3	$245K	Sell	752 -23	-3%	-$7.31K	0.03%	208
2017 Q2	$246K	Sell	775 -274	-26%	-$86.3K	0.03%	171
2017 Q1	$328K	Buy	+1,049	New	+$326K	0.04%	149

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

RWA Wealth Partners's MDY Position: Q2 2026 in Review

RWA Wealth Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q2 2026, buying an estimated $269K and bringing the position to 4,256 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #225.

RWA Wealth Partners first reported a position in MDY in Q1 2017 and has held it in 38 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

RWA Wealth Partners held 4,256 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.99M as of Q2 2026.
RWA Wealth Partners bought 401 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $269K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #225 holding.
RWA Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 38 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.