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

ViaWealth’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	$817K	Hold	1,325	–	–	0.45%	62
2025 Q4	$799K	Hold	1,325	–	–	0.45%	62
2025 Q3	$790K	Hold	1,325	–	–	0.43%	70
2025 Q2	$751K	Hold	1,325	–	–	0.44%	67
2025 Q1	$707K	Sell	1,325 -55	-4%	-$31.2K	0.44%	72
2024 Q4	$786K	Hold	1,380	–	–	0.47%	66
2024 Q3	$786K	Sell	1,380 -52	-4%	-$28.6K	0.46%	71
2024 Q2	$766K	Hold	1,432	–	–	0.48%	67
2024 Q1	$797K	Sell	1,432 -230	-14%	-$119K	0.5%	66
2023 Q4	$843K	Sell	1,662 -379	-19%	-$176K	0.58%	52
2023 Q3	$932K	Sell	2,041 -152	-7%	-$72.8K	0.68%	43
2023 Q2	$1.05M	Hold	2,193	–	–	0.78%	31
2023 Q1	$1.01M	Hold	2,193	–	–	0.8%	32
2022 Q4	$996K	Buy	+2,193	New	+$970K	0.82%	30

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

ViaWealth's MDY Position: Q1 2026 in Review

ViaWealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,325 shares worth $817K. The position accounts for 0.45% of the portfolio, ranked #62.

ViaWealth first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

ViaWealth held 1,325 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $817K as of Q1 2026.
ViaWealth 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 0.45% of ViaWealth's portfolio in Q1 2026, its #62 holding.
ViaWealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
ViaWealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.05M in Q2 2023.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.