Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWM
TriaGen Wealth Management’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
TriaGen Wealth Management’s Portfolio
MDY Stock Details
MDY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$370K
Hold
600
–
–
0.1%
133
2025
Q4
$362K
Hold
600
–
–
0.09%
142
2025
Q3
$358K
Hold
600
–
–
0.09%
146
2025
Q2
$340K
Hold
600
–
–
0.1%
140
2025
Q1
$320K
Hold
600
–
–
0.11%
133
2024
Q4
$342K
Hold
600
–
–
0.12%
130
2024
Q3
$342K
Hold
600
–
–
0.11%
134
2024
Q2
$321K
Hold
600
–
–
0.12%
130
2024
Q1
$334K
Hold
600
–
–
0.14%
124
2023
Q4
$304K
Hold
600
–
–
0.15%
122
2023
Q3
$274K
Hold
600
–
–
0.14%
122
2023
Q2
$287K
Hold
600
–
–
0.13%
138
2023
Q1
$275K
Hold
600
–
–
0.14%
132
2022
Q4
$266K
Hold
600
–
–
0.15%
141
2022
Q3
$241K
Hold
600
–
–
0.13%
138
2022
Q2
$248K
Hold
600
–
–
0.18%
130
2022
Q1
$294K
Hold
600
–
–
0.15%
140
2021
Q4
$311K
Hold
600
–
–
0.15%
140
2021
Q3
$289K
Hold
600
–
–
0.16%
147
2021
Q2
$295K
Hold
600
–
–
0.15%
151
2021
Q1
$286K
Hold
600
–
–
0.16%
137
2020
Q4
$252K
Buy
+600
New
+$231K
0.15%
145
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
$501B 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
$761B 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
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close