U.S. Capital Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
U.S. Capital Wealth Advisors's MDY Position: Q1 2026 in Review
U.S. Capital Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 19% in Q1 2026, selling an estimated $849K and leaving 5,650 shares worth $3.48M. The position accounts for 0.09% of the portfolio, ranked #244.
U.S. Capital Wealth Advisors first reported a position in MDY in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2025. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- U.S. Capital Wealth Advisors held 5,650 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.48M as of Q1 2026.
- U.S. Capital Wealth Advisors sold 1,339 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $849K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #244 holding.
- U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 15 quarters since.
- U.S. Capital Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.22M in Q4 2025.
- 1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.