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

Tyler-Stone 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
2025 Q2	$373K	Sell	658 -30	-4%	-$16.1K	0.06%	231
2025 Q1	$367K	Hold	688	–	–	0.07%	219
2024 Q4	$392K	Hold	688	–	–	0.07%	217
2024 Q3	$392K	Buy	688 +344	+100%	+$190K	0.07%	216
2024 Q2	$184K	Buy	344 +9	+3%	+$4.84K	0.08%	200
2024 Q1	$186K	Hold	335	–	–	0.08%	201
2023 Q4	$170K	Hold	335	–	–	0.09%	194
2023 Q3	$153K	Hold	335	–	–	0.09%	190
2023 Q2	$160K	Buy	+335	New	+$153K	0.09%	188
2022 Q4	$148K	Hold	335	–	–	0.1%	183
2022 Q3	$135K	Hold	335	–	–	0.1%	178
2022 Q2	$139K	Hold	335	–	–	0.09%	193
2022 Q1	$164K	Hold	335	–	–	0.09%	199
2021 Q4	$173K	Buy	+335	New	+$170K	0.09%	205

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

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

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

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

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

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

Tyler-Stone Wealth Management's MDY Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.4% in Q2 2025, selling an estimated $16.1K and leaving 658 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #231.

Tyler-Stone Wealth Management first reported a position in MDY in Q4 2021 and has held it in 14 quarters since. The position peaked at $392K in Q3 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Tyler-Stone Wealth Management held 658 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $373K as of Q2 2025.
Tyler-Stone Wealth Management sold 30 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $16.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #231 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $392K in Q3 2024.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.