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

Silvia McColl 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	$699K	Hold	994	–	–	0.42%	57
2026 Q1	$613K	Hold	994	–	–	0.4%	59
2025 Q4	$600K	Hold	994	–	–	0.4%	55
2025 Q3	$592K	Hold	994	–	–	0.4%	57
2025 Q2	$563K	Hold	994	–	–	0.41%	59
2025 Q1	$530K	Hold	994	–	–	0.4%	61
2024 Q4	$566K	Hold	994	–	–	0.42%	55
2024 Q3	$566K	Hold	994	–	–	0.42%	55
2024 Q2	$532K	Hold	994	–	–	0.44%	51
2024 Q1	$534K	Hold	994	–	–	0.46%	52
2023 Q4	$504K	Hold	994	–	–	0.45%	50
2023 Q3	$454K	Sell	994 -360	-27%	-$173K	0.45%	55
2023 Q2	$648K	Hold	1,354	–	–	0.6%	39
2023 Q1	$621K	Buy	1,354 +50	+4%	+$23.3K	0.62%	40
2022 Q4	$577K	Buy	+1,304	New	+$577K	0.57%	41

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Silvia McColl Wealth Management's MDY Position: Q2 2026 in Review

Silvia McColl Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 994 shares worth $699K. The position accounts for 0.42% of the portfolio, ranked #57.

Silvia McColl Wealth Management first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 373 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Silvia McColl Wealth Management held 994 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $699K as of Q2 2026.
Silvia McColl Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.42% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #57 holding.
Silvia McColl Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
373 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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