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 Q2	$2.01M	Sell	2,864 -313	-10%	-$210K	0.11%	184
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 $1.55T 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

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

Stratos Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.9% in Q2 2026, selling an estimated $210K and leaving 2,864 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #184.

Stratos Wealth Advisors first reported a position in MDY in Q4 2018 and has held it in 19 quarters since. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Stratos Wealth Advisors held 2,864 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.01M as of Q2 2026.
Stratos Wealth Advisors sold 313 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $210K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Stratos Wealth Advisors's portfolio in Q2 2026, its #184 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 19 quarters since.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.