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

TritonPoint 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	$901K	Hold	1,457	–	–	0.1%	126
2025 Q4	$882K	Hold	1,457	–	–	0.09%	134
2025 Q3	$871K	Sell	1,457 -165	-10%	-$96.8K	0.07%	166
2025 Q2	$922K	Sell	1,622 -16	-1%	-$8.59K	0.09%	160
2025 Q1	$876K	Hold	1,638	–	–	0.08%	166
2024 Q4	$936K	Buy	1,638 +63	+4%	+$36.9K	0.08%	154
2024 Q3	$899K	Buy	1,575 +45	+3%	+$24.8K	0.08%	158
2024 Q2	$822K	Hold	1,530	–	–	0.08%	159
2024 Q1	$790K	Sell	1,530 -22	-1%	-$11.4K	0.08%	160
2023 Q4	$790K	Buy	+1,552	New	+$721K	0.08%	164

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

TritonPoint Wealth's MDY Position: Q1 2026 in Review

TritonPoint Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,457 shares worth $901K. The position accounts for 0.1% of the portfolio, ranked #126.

TritonPoint Wealth first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $936K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

TritonPoint Wealth held 1,457 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $901K as of Q1 2026.
TritonPoint Wealth 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 0.1% of TritonPoint Wealth's portfolio in Q1 2026, its #126 holding.
TritonPoint Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $936K in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.