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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
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Thrive Wealth Management's MDY Position: Q2 2026 in Review

Thrive Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q2 2026, buying an estimated $161K and bringing the position to 18,001 shares worth $12.7M. The position accounts for 1.61% of the portfolio, ranked #7.

Thrive Wealth Management first reported a position in MDY in Q4 2022 and has held it in 10 quarters since. The position peaked at $12.8M in Q3 2025. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Thrive Wealth Management held 18,001 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.7M as of Q2 2026.
  • Thrive Wealth Management bought 241 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $161K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.61% of Thrive Wealth Management's portfolio in Q2 2026, its #7 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 10 quarters since.
  • Thrive Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12.8M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.