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

Thrive 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 Q3	$11.2M	Sell	17,019 -982	-5%	-$676K	1.39%	8
2026 Q2	$12.7M	Buy	18,001 +241	+1%	+$161K	1.61%	7
2026 Q1	$11M	Sell	17,760 -425	-2%	-$269K	1.63%	7
2025 Q4	$11M	Sell	18,185 -3,307	-15%	-$1.98M	1.61%	7
2025 Q3	$12.8M	Buy	21,492 +101	+0.5%	+$59.3K	1.93%	6
2025 Q2	$12.1M	Buy	21,391 +20,535	+2,399%	+$11M	1.96%	5
2025 Q1	$457K	Sell	856 -327	-28%	-$186K	0.09%	119
2024 Q4	$674K	Buy	+1,183	New	+$693K	0.12%	93
2024 Q3	–	Sell	-535	Closed	-$286K	–	227
2024 Q2	$286K	Buy	+535	New	+$288K	0.06%	166
2024 Q1	–	Sell	-402	Closed	-$204K	–	215
2023 Q4	$204K	Buy	+402	New	+$187K	0.05%	190
2023 Q1	–	Sell	-815	Closed	-$361K	–	178
2022 Q4	$361K	Buy	+815	New	+$360K	0.1%	112

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

PCA

Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Thrive Wealth Management's MDY Position: Q3 2026 in Review

Thrive Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.5% in Q3 2026, selling an estimated $676K and leaving 17,019 shares worth $11.2M. The position accounts for 1.39% of the portfolio, ranked #8.

Thrive Wealth Management first reported a position in MDY in Q4 2022 and has held it in 11 quarters since. The position peaked at $12.8M in Q3 2025. 310 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Thrive Wealth Management held 17,019 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.2M as of Q3 2026.
Thrive Wealth Management sold 982 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $676K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.39% of Thrive Wealth Management's portfolio in Q3 2026, its #8 holding.
Thrive Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 11 quarters since.
Thrive Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12.8M in Q3 2025.
310 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.