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Tred Avon Family Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Tred Avon Family Wealth’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 		$436K Sell
707
-40
-5% -$25.3K 0.14% 183
2025
Q4 		$451K Hold
747
– – 0.15% 163
2025
Q3 		$445K Buy
+747
New +$438K 0.15% 161

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

Tred Avon Family Wealth's MDY Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.4% in Q1 2026, selling an estimated $25.3K and leaving 707 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #183.

Tred Avon Family Wealth first reported a position in MDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $451K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Tred Avon Family Wealth held 707 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $436K as of Q1 2026.
  • Tred Avon Family Wealth sold 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $25.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #183 holding.
  • Tred Avon Family Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $451K in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.