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

TruWealth Advisors’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	$1.26M	Hold	2,050	–	–	0.06%	91
2025 Q4	$1.24M	Sell	2,050 -51	-2%	-$30.5K	0.06%	90
2025 Q3	$1.25M	Hold	2,101	–	–	0.06%	87
2025 Q2	$1.19M	Hold	2,101	–	–	0.07%	84
2025 Q1	$1.12M	Hold	2,101	–	–	0.07%	79
2024 Q4	$1.2M	Sell	2,101 -165	-7%	-$96.7K	0.07%	76
2024 Q3	$1.29M	Sell	2,266 -43	-2%	-$23.7K	0.08%	77
2024 Q2	$1.24M	Hold	2,309	–	–	0.08%	77
2024 Q1	$1.28M	Hold	2,309	–	–	0.09%	78
2023 Q4	$1.17M	Sell	2,309 -75	-3%	-$34.8K	0.09%	72
2023 Q3	$1.09M	Hold	2,384	–	–	0.09%	76
2023 Q2	$1.14M	Sell	2,384 -31	-1%	-$14.1K	0.1%	75
2023 Q1	$1.11M	Hold	2,415	–	–	0.1%	75
2022 Q4	$1.07M	Buy	2,415 +9	+0.4%	+$3.98K	0.1%	76
2022 Q3	$966K	Sell	2,406 -59	-2%	-$26.1K	0.1%	72
2022 Q2	$1.02M	Buy	2,465 +25	+1%	+$11.3K	0.11%	68
2022 Q1	$1.2M	Sell	2,440 -78	-3%	-$37.9K	0.12%	60
2021 Q4	$1.3M	Sell	2,518 -30	-1%	-$15.3K	0.13%	59
2021 Q3	$1.23M	Sell	2,548 -29	-1%	-$14.2K	0.14%	59
2021 Q2	$1.26M	Sell	2,577 -1,004	-28%	-$495K	0.15%	57
2021 Q1	$1.71M	Sell	3,581 -840	-19%	-$383K	0.23%	43
2020 Q4	$1.86M	Buy	+4,421	New	+$1.7M	0.28%	39

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors's MDY Position: Q1 2026 in Review

TruWealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 2,050 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #91.

TruWealth Advisors first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.86M in Q4 2020. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

TruWealth Advisors held 2,050 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.26M as of Q1 2026.
TruWealth Advisors 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 0.06% of TruWealth Advisors's portfolio in Q1 2026, its #91 holding.
TruWealth Advisors 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.
TruWealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.86M in Q4 2020.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.