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

Tower View 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
Q1 		$585K Sell
949
-4
-0.4% -$2.54K 0.3% 51
2025
Q4 		$575K Sell
953
-44
-4% -$26.3K 0.28% 48
2025
Q3 		$594K Sell
997
-266
-21% -$156K 0.31% 39
2025
Q2 		$716K Sell
1,263
-5,756
-82% -$3.09M 0.37% 40
2025
Q1 		$3.74M Buy
7,019
+1,501
+27% +$852K 2.18% 21
2024
Q4 		$3.14M Buy
5,518
+861
+18% +$505K 1.66% 30
2024
Q3 		$2.65M Buy
4,657
+104
+2% +$57.3K 1.45% 32
2024
Q2 		$2.44M Buy
4,553
+158
+4% +$85K 1.4% 33
2024
Q1 		$2.45M Buy
4,395
+132
+3% +$68.4K 1.43% 31
2023
Q4 		$2.16M Buy
4,263
+55
+1% +$25.5K 1.34% 33
2023
Q3 		$1.92M Sell
4,208
-177
-4% -$84.8K 1.35% 32
2023
Q2 		$2.1M Sell
4,385
-608
-12% -$277K 1.42% 35
2023
Q1 		$2.29M Buy
4,993
+97
+2% +$45.2K 1.54% 32
2022
Q4 		$2.17M Buy
4,896
+144
+3% +$63.7K 1.51% 32
2022
Q3 		$1.91M Buy
4,752
+116
+3% +$51.2K 1.45% 32
2022
Q2 		$1.92M Buy
4,636
+543
+13% +$245K 1.41% 32
2022
Q1 		$2.01M Buy
4,093
+586
+17% +$285K 1.08% 40
2021
Q4 		$1.81M Buy
3,507
+1,714
+96% +$872K 0.92% 43
2021
Q3 		$862K Buy
1,793
+1,459
+437% +$717K 0.48% 57
2021
Q2 		$164K Buy
334
+1
+0.3% +$493 0.08% 82
2021
Q1 		$159K Buy
333
+1
+0.3% +$456 0.09% 85
2020
Q4 		$140K Buy
332
+329
+10,967% +$127K 0.08% 83
2020
Q3 		$1K Hold
3
– – ﹤0.01% 153
2020
Q2 		$1K Sell
3
-18,925
-100% -$5.74M ﹤0.01% 149
2020
Q1 		$4.98M Buy
18,928
+2,108
+13% +$715K 4.49% 1
2019
Q4 		$6.31M Buy
16,820
+270
+2% +$97.6K 4.78% 1
2019
Q3 		$5.83M Buy
16,550
+669
+4% +$234K 4.82% 1
2019
Q2 		$5.63M Buy
15,881
+300
+2% +$105K 4.8% 1
2019
Q1 		$5.38M Buy
15,581
+1,666
+12% +$560K 4.78% 1
2018
Q4 		$4.21M Buy
13,915
+338
+2% +$113K 4.35% 1
2018
Q3 		$4.99M Buy
13,577
+55
+0.4% +$20.1K 4.36% 1
2018
Q2 		$4.8M Buy
13,522
+133
+1% +$46.8K 4.53% 1
2018
Q1 		$4.58M Buy
13,389
+565
+4% +$197K 4.57% 1
2017
Q4 		$4.43M Buy
+12,824
New +$4.32M 4.08% 2

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tower View Wealth Management's MDY Position: Q1 2026 in Review

Tower View Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.42% in Q1 2026, selling an estimated $2.54K and leaving 949 shares worth $585K. The position accounts for 0.3% of the portfolio, ranked #51.

Tower View Wealth Management first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.31M in Q4 2019. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Tower View Wealth Management held 949 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $585K as of Q1 2026.
  • Tower View Wealth Management sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $2.54K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.3% of Tower View Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Tower View Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
  • Tower View Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.31M in Q4 2019.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.