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

Stratos 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 Q1	$1.96M	Buy	3,177 +425	+15%	+$269K	0.12%	176
2025 Q4	$1.66M	Sell	2,752 -2	-0.1%	-$1.2K	0.08%	237
2025 Q3	$1.64M	Buy	2,754 +108	+4%	+$63.4K	0.08%	252
2025 Q2	$1.5M	Sell	2,646 -81	-3%	-$43.5K	0.08%	258
2025 Q1	$1.46M	Buy	2,727 +252	+10%	+$143K	0.08%	246
2024 Q4	$1.41M	Buy	2,475 +61	+3%	+$35.8K	0.07%	278
2024 Q3	$1.38M	Buy	2,414 +241	+11%	+$133K	0.06%	300
2024 Q2	$1.16M	Sell	2,173 -7	-0.3%	-$3.76K	0.06%	307
2024 Q1	$1.21M	Buy	2,180 +197	+10%	+$102K	0.07%	294
2023 Q4	$1.01M	Buy	1,983 +140	+8%	+$65K	0.06%	324
2023 Q3	$842K	Hold	1,843	–	–	0.06%	340
2023 Q2	$883K	Hold	1,843	–	–	0.06%	331
2023 Q1	$845K	Buy	1,843 +67	+4%	+$31.2K	0.07%	323
2022 Q4	$786K	Buy	+1,776	New	+$785K	0.07%	322
2019 Q4	–	Sell	-2,777	Closed	-$979K	–	211
2019 Q3	$979K	Hold	2,777	–	–	0.37%	73
2019 Q2	$985K	Hold	2,777	–	–	0.39%	63
2019 Q1	$959K	Sell	2,777 -37	-1%	-$12.4K	0.52%	52
2018 Q4	$852K	Buy	+2,814	New	+$937K	0.57%	50

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

Stratos Wealth Advisors's MDY Position: Q1 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q1 2026, buying an estimated $269K and bringing the position to 3,177 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #176.

Stratos Wealth Advisors first reported a position in MDY in Q4 2018 and has held it in 18 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Stratos Wealth Advisors held 3,177 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.96M as of Q1 2026.
Stratos Wealth Advisors bought 425 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $269K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #176 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 18 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.