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UP Strategic Wealth Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

UP Strategic Wealth Investment 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 		$1.03M Hold
1,537
– – 0.65% 26
2025
Q4 		$1.01M Hold
1,537
– – 0.73% 26
2025
Q3 		$914K Hold
1,537
– – 0.69% 27
2025
Q2 		$871K Hold
1,537
– – 0.68% 26
2025
Q1 		$820K Hold
1,537
– – 0.73% 26
2024
Q4 		$875K Hold
1,537
– – 0.88% 23
2024
Q3 		$876K Hold
1,537
– – 0.98% 20
2024
Q2 		$822K Sell
1,537
-15
-1% -$8.07K 1.25% 17
2024
Q1 		$864K Buy
1,552
+37
+2% +$19.2K 1.41% 16
2023
Q4 		$769K Buy
+1,515
New +$703K 1.4% 17

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 $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's MDY Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,537 shares worth $1.03M. The position accounts for 0.65% of the portfolio, ranked #26.

UP Strategic Wealth Investment Advisors first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,537 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.03M as of Q1 2026.
  • UP Strategic Wealth Investment 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 0.65% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • UP Strategic Wealth Investment Advisors 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.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.