SageView Advisory Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-252	Closed	-$152K	–	1684
2025 Q4	$152K	Buy	+252	New	+$151K	0.01%	684
2024 Q1	–	Sell	-809	Closed	-$411K	–	666
2023 Q4	$411K	Buy	809 +1	+0.1%	+$464	0.02%	439
2023 Q3	$369K	Sell	808 -430	-35%	-$206K	0.02%	377
2023 Q2	$593K	Buy	1,238 +244	+25%	+$111K	0.03%	321
2023 Q1	$456K	Buy	994 +521	+110%	+$243K	0.03%	326
2022 Q4	$210K	Buy	+473	New	+$209K	0.02%	390

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

SageView Advisory Group's MDY Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 252 shares — an estimated $152K sold.

SageView Advisory Group first reported a position in MDY in Q4 2022 and held it in 6 quarters. The position peaked at $593K in Q2 2023. 1,455 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 252 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $152K.
SageView Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $593K in Q2 2023.
1,455 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.