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

Visionary Wealth 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	$327K	Hold	529	–	–	0.01%	507
2025 Q4	$319K	Hold	529	–	–	0.01%	488
2025 Q3	$315K	Sell	529 -49	-8%	-$28.8K	0.01%	480
2025 Q2	$327K	Sell	578 -19	-3%	-$10.2K	0.02%	440
2025 Q1	$319K	Sell	597 -36	-6%	-$20.4K	0.02%	426
2024 Q4	$361K	Buy	633 +44	+7%	+$25.8K	0.02%	407
2024 Q3	$336K	Hold	589	–	–	0.02%	410
2024 Q2	$315K	Hold	589	–	–	0.02%	403
2024 Q1	$327K	Hold	589	–	–	0.02%	396
2023 Q4	$299K	Hold	589	–	–	0.02%	390
2023 Q3	$269K	Buy	589 +76	+15%	+$36.4K	0.02%	386
2023 Q2	$246K	Sell	513 -56	-10%	-$25.5K	0.02%	397
2023 Q1	$261K	Hold	569	–	–	0.02%	376
2022 Q4	$252K	Hold	569	–	–	0.02%	360
2022 Q3	$229K	Hold	569	–	–	0.02%	346
2022 Q2	$235K	Hold	569	–	–	0.02%	364
2022 Q1	$279K	Hold	569	–	–	0.02%	344
2021 Q4	$295K	Buy	569 +2	+0.4%	+$1.02K	0.02%	296
2021 Q3	$273K	Hold	567	–	–	0.03%	258
2021 Q2	$278K	Buy	567 +120	+27%	+$59.2K	0.03%	277
2021 Q1	$213K	Buy	+447	New	+$204K	0.02%	305

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

Visionary Wealth Advisors's MDY Position: Q1 2026 in Review

Visionary Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 529 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #507.

Visionary Wealth Advisors first reported a position in MDY in Q1 2021 and has held it in 21 quarters since. The position peaked at $361K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Visionary Wealth Advisors held 529 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $327K as of Q1 2026.
Visionary Wealth 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 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #507 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 21 quarters since.
Visionary Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $361K in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.