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

TCI 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	$892K	Hold	1,268	–	–	0.04%	122
2026 Q1	$782K	Hold	1,268	–	–	0.04%	118
2025 Q4	$765K	Hold	1,268	–	–	0.04%	117
2025 Q3	$756K	Hold	1,268	–	–	0.05%	117
2025 Q2	$718K	Hold	1,268	–	–	0.05%	117
2025 Q1	$676K	Hold	1,268	–	–	0.05%	105
2024 Q4	$722K	Hold	1,268	–	–	0.06%	100
2024 Q3	$722K	Hold	1,268	–	–	0.06%	100
2024 Q2	$678K	Hold	1,268	–	–	0.06%	98
2024 Q1	$706K	Hold	1,268	–	–	0.07%	100
2023 Q4	$643K	Sell	1,268 -18	-1%	-$8.36K	0.07%	98
2023 Q3	$587K	Sell	1,286 -11	-0.8%	-$5.27K	0.07%	97
2023 Q2	$621K	Sell	1,297 -4	-0.3%	-$1.82K	0.08%	96
2023 Q1	$596K	Buy	1,301 +1,224	+1,590%	+$571K	0.08%	96
2022 Q4	$34.1K	Buy	77 +75	+3,750%	+$33.2K	﹤0.01%	505
2022 Q3	$1K	Buy	+2	New	+$883	﹤0.01%	2117
2018 Q2	–	Sell	-53	Closed	-$18K	–	1562
2018 Q1	$18K	Sell	53 -200	-79%	-$69.6K	0.01%	507
2017 Q4	$87K	Buy	253 +200	+377%	+$67.4K	0.04%	253
2017 Q3	$17K	Hold	53	–	–	0.01%	488
2017 Q2	$17K	Buy	+53	New	+$16.7K	0.01%	486
2015 Q3	–	Sell	-24	Closed	-$7K	–	997
2015 Q2	$7K	Buy	+24	New	+$6.67K	﹤0.01%	585

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

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

TCI Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,268 shares worth $892K. The position accounts for 0.04% of the portfolio, ranked #122.

TCI Wealth Advisors first reported a position in MDY in Q2 2015 and has held it in 21 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

TCI Wealth Advisors held 1,268 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $892K as of Q2 2026.
TCI Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #122 holding.
TCI Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and has held it in 21 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.