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

SOA Wealth Advisors’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	$1.14M	Sell	1,624 -279	-15%	-$187K	0.19%	80
2026 Q1	$1.17M	Sell	1,903 -43	-2%	-$27.2K	0.22%	73
2025 Q4	$1.17M	Sell	1,946 -27	-1%	-$16.2K	0.2%	78
2025 Q3	$1.18M	Sell	1,973 -112	-5%	-$65.7K	0.2%	77
2025 Q2	$1.18M	Sell	2,085 -166	-7%	-$89.1K	0.22%	71
2025 Q1	$1.2M	Hold	2,251	–	–	0.25%	66
2024 Q4	$1.28M	Sell	2,251 -190	-8%	-$111K	0.24%	66
2024 Q3	$1.39M	Buy	2,441 +2	+0.1%	+$1.1K	0.27%	63
2024 Q2	$1.31M	Sell	2,439 -134	-5%	-$72.1K	0.26%	63
2024 Q1	$1.43M	Sell	2,573 -136	-5%	-$70.4K	0.3%	58
2023 Q4	$1.37M	Sell	2,709 -178	-6%	-$82.7K	0.31%	57
2023 Q3	$1.32M	Sell	2,887 -157	-5%	-$75.2K	0.33%	56
2023 Q2	$1.46M	Sell	3,044 -421	-12%	-$192K	0.34%	55
2023 Q1	$1.59M	Buy	3,465 +3	+0.1%	+$1.4K	0.39%	52
2022 Q4	$1.53M	Buy	3,462 +3	+0.1%	+$1.33K	0.41%	52
2022 Q3	$1.39M	Buy	3,459 +3	+0.1%	+$1.32K	0.42%	53
2022 Q2	$1.43M	Sell	3,456 -96	-3%	-$43.3K	0.42%	53
2022 Q1	$1.74M	Buy	3,552 +2	+0.1%	+$973	0.42%	53
2021 Q4	$1.84M	Sell	3,550 -52	-1%	-$26.5K	0.44%	51
2021 Q3	$1.73M	Sell	3,602 -66	-2%	-$32.4K	0.44%	50
2021 Q2	$1.8M	Sell	3,668 -341	-9%	-$168K	0.46%	51
2021 Q1	$1.91M	Hold	4,009	–	–	0.53%	46
2020 Q4	$1.84M	Buy	+4,009	New	+$1.54M	0.5%	47

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

SOA Wealth Advisors's MDY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, selling an estimated $187K and leaving 1,624 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #80.

SOA Wealth Advisors first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q1 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

SOA Wealth Advisors held 1,624 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.14M as of Q2 2026.
SOA Wealth Advisors sold 279 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $187K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of SOA Wealth Advisors's portfolio in Q2 2026, its #80 holding.
SOA Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.91M in Q1 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.