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

Strategic 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 Q1	$315K	Hold	511	–	–	0.05%	159
2025 Q4	$308K	Sell	511 -431	-46%	-$258K	0.05%	158
2025 Q3	$561K	Sell	942 -46	-5%	-$27K	0.09%	129
2025 Q2	$560K	Sell	988 -232	-19%	-$125K	0.11%	112
2025 Q1	$651K	Sell	1,220 -500	-29%	-$284K	0.13%	117
2024 Q4	$980K	Sell	1,720 -69	-4%	-$40.4K	0.18%	102
2024 Q3	$1.02M	Buy	1,789 +262	+17%	+$144K	0.19%	101
2024 Q2	$817K	Buy	1,527 +444	+41%	+$239K	0.16%	112
2024 Q1	$603K	Buy	+1,083	New	+$561K	0.12%	126

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Advisors's MDY Position: Q1 2026 in Review

Strategic Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 511 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #159.

Strategic Advisors first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Strategic Advisors held 511 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $315K as of Q1 2026.
Strategic Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Strategic Advisors's portfolio in Q1 2026, its #159 holding.
Strategic Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Strategic Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.02M in Q3 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.