Wagner Wealth Management (South Carolina)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wagner Wealth Management (South Carolina)’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	$508K	Hold	722	–	–	0.09%	94
2026 Q1	$445K	Hold	722	–	–	0.09%	83
2025 Q4	$436K	Buy	+722	New	+$432K	0.09%	86
2022 Q3	–	Sell	-77	Closed	-$32K	–	741
2022 Q2	$32K	Buy	+77	New	+$34.8K	0.03%	261
2022 Q1	–	Sell	-77	Closed	-$40K	–	471
2021 Q4	$40K	Hold	77	–	–	0.03%	284
2021 Q3	$39K	Hold	77	–	–	0.03%	273
2021 Q2	$38K	Hold	77	–	–	0.03%	291
2021 Q1	$37K	Buy	+77	New	+$35.1K	0.03%	266
2018 Q3	$28K	Hold	77	–	–	0.02%	307
2018 Q2	$27K	Hold	77	–	–	0.02%	286
2018 Q1	$26K	Hold	77	–	–	0.02%	263
2017 Q4	$27K	Buy	+77	New	+$25.9K	0.02%	267

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

Wagner Wealth Management (South Carolina)'s MDY Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 722 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #94.

Wagner Wealth Management (South Carolina) first reported a position in MDY in Q4 2017 and has held it in 12 quarters since. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wagner Wealth Management (South Carolina) held 722 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $508K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #94 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 12 quarters since.
1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.