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

VestGen 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 Q2	$1.04M	Sell	1,478 -380	-20%	-$254K	0.03%	450
2026 Q1	$1.24M	Buy	1,858 +827	+80%	+$524K	0.03%	404
2025 Q4	$622K	Sell	1,031 -124	-11%	-$74.2K	0.03%	440
2025 Q3	$688K	Buy	+1,155	New	+$678K	0.02%	426

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

VestGen Advisors's MDY Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 20% in Q2 2026, selling an estimated $254K and leaving 1,478 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #450.

VestGen Advisors first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

VestGen Advisors held 1,478 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.04M as of Q2 2026.
VestGen Advisors sold 380 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $254K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #450 holding.
VestGen Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
VestGen Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.24M in Q1 2026.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.