UCFA
MDY icon

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

United Capital Financial 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
2019
Q3 		– Sell
-1,100
Closed -$390K – 1415
2019
Q2 		$390K Hold
1,100
– – ﹤0.01% 1121
2019
Q1 		$380K Buy
+1,100
New +$370K ﹤0.01% 1058

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's MDY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q1 2026, selling an estimated $41.8K and leaving 6,054 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #423.

United Capital Financial Advisors first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.1M in Q1 2015. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • United Capital Financial Advisors held 6,054 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.73M as of Q1 2026.
  • United Capital Financial Advisors sold 66 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $41.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #423 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $32.1M in Q1 2015.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.