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

Spire 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	$712K	Buy	1,012 +1	+0.1%	+$670	0.02%	462
2026 Q1	$624K	Buy	1,011 +1	+0.1%	+$634	0.02%	495
2025 Q4	$610K	Hold	1,010	–	–	0.02%	495
2025 Q3	$602K	Buy	1,010 +1	+0.1%	+$587	0.02%	485
2025 Q2	$572K	Sell	1,009 -1,466	-59%	-$787K	0.02%	481
2025 Q1	$1.32M	Buy	2,475 +13	+0.5%	+$7.38K	0.04%	341
2024 Q4	$1.4M	Sell	2,462 -20	-0.8%	-$11.7K	0.04%	316
2024 Q3	$1.41M	Sell	2,482 -17	-0.7%	-$9.37K	0.05%	299
2024 Q2	$1.34M	Buy	2,499 +84	+3%	+$45.2K	0.05%	289
2024 Q1	$1.34M	Sell	2,415 -76	-3%	-$39.4K	0.02%	309
2023 Q4	$1.25M	Sell	2,491 -357	-13%	-$166K	0.04%	318
2023 Q3	$1.3M	Sell	2,848 -582	-17%	-$279K	0.05%	279
2023 Q2	$1.64M	Sell	3,430 -37	-1%	-$16.8K	0.06%	262
2023 Q1	$1.59M	Buy	3,467 +837	+32%	+$390K	0.06%	260
2022 Q4	$1.16M	Buy	2,630 +609	+30%	+$269K	0.07%	217
2022 Q3	$812K	Sell	2,021 -11,865	-85%	-$5.24M	0.05%	245
2022 Q2	$5.74M	Buy	13,886 +8,700	+168%	+$3.93M	0.24%	108
2022 Q1	$2.54M	Sell	5,186 -1,502	-22%	-$731K	0.07%	236
2021 Q4	$3.46M	Buy	6,688 +1,404	+27%	+$714K	0.08%	215
2021 Q3	$2.54M	Buy	5,284 +450	+9%	+$221K	0.07%	247
2021 Q2	$2.37M	Sell	4,834 -952	-16%	-$470K	0.06%	264
2021 Q1	$2.76M	Buy	+5,786	New	+$2.64M	0.07%	226

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

Spire Wealth Management's MDY Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q2 2026, buying an estimated $670 and bringing the position to 1,012 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #462.

Spire Wealth Management first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.74M in Q2 2022. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Spire Wealth Management held 1,012 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $712K as of Q2 2026.
Spire Wealth Management bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #462 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.74M in Q2 2022.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.