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

Tradition 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	$223K	Hold	361	–	–	0.02%	451
2025 Q4	$218K	Hold	361	–	–	0.02%	449
2025 Q3	$215K	Sell	361 -100	-22%	-$58.7K	0.02%	445
2025 Q2	$261K	Sell	461 -5	-1%	-$2.68K	0.02%	385
2025 Q1	$248K	Hold	466	–	–	0.02%	375
2024 Q4	$266K	Hold	466	–	–	0.02%	341
2024 Q3	$266K	Hold	466	–	–	0.02%	345
2024 Q2	$249K	Hold	466	–	–	0.02%	341
2024 Q1	$259K	Hold	466	–	–	0.03%	326
2023 Q4	$236K	Buy	466 +14	+3%	+$6.5K	0.02%	303
2023 Q3	$207K	Hold	452	–	–	0.02%	303
2023 Q2	$217K	Sell	452 -96	-18%	-$43.7K	0.03%	298
2023 Q1	$251K	Buy	548 +1	+0.2%	+$466	0.03%	266
2022 Q4	$242K	Hold	547	–	–	0.03%	242
2022 Q3	$220K	Buy	547 +1	+0.2%	+$442	0.03%	242
2022 Q2	$226K	Hold	546	–	–	0.03%	248
2022 Q1	$268K	Buy	546 +1	+0.2%	+$487	0.03%	253
2021 Q4	$282K	Sell	545 -5	-0.9%	-$2.54K	0.04%	252
2021 Q3	$264K	Buy	550 +1	+0.2%	+$491	0.04%	237
2021 Q2	$270K	Hold	549	–	–	0.04%	242
2021 Q1	$261K	Hold	549	–	–	0.05%	221
2020 Q4	$230K	Buy	+549	New	+$211K	0.04%	218

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's MDY Position: Q1 2026 in Review

Tradition Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 361 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #451.

Tradition Wealth Management first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $282K in Q4 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Tradition Wealth Management held 361 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $223K as of Q1 2026.
Tradition Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #451 holding.
Tradition Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $282K in Q4 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.