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

Wambolt & Associates’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
2025 Q2	$232K	Buy	405 +5	+1%	+$2.68K	0.08%	165
2025 Q1	$215K	Sell	400 -96	-19%	-$54.5K	0.07%	165
2024 Q4	$283K	Hold	496	–	–	0.09%	159
2024 Q3	$280K	Buy	496 +96	+24%	+$52.9K	0.08%	170
2024 Q2	$212K	Hold	400	–	–	0.06%	193
2024 Q1	$221K	Hold	400	–	–	0.07%	207
2023 Q4	$203K	Buy	+400	New	+$186K	0.07%	229
2023 Q3	–	Sell	-460	Closed	-$220K	–	249
2023 Q2	$220K	Hold	460	–	–	0.08%	230
2023 Q1	$211K	Hold	460	–	–	0.07%	248
2022 Q4	$204K	Buy	+460	New	+$203K	0.08%	233
2022 Q2	–	Sell	-476	Closed	-$235K	–	243
2022 Q1	$235K	Sell	476 -119	-20%	-$57.9K	0.09%	225
2021 Q4	$308K	Hold	595	–	–	0.11%	201
2021 Q3	$291K	Hold	595	–	–	0.12%	193
2021 Q2	$295K	Buy	595 +135	+29%	+$66.6K	0.13%	192
2021 Q1	$222K	Buy	+460	New	+$210K	0.12%	200

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

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

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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

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

Wambolt & Associates's MDY Position: Q2 2025 in Review

Wambolt & Associates increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q2 2025, buying an estimated $2.68K and bringing the position to 405 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #165.

Wambolt & Associates first reported a position in MDY in Q1 2021 and has held it in 15 quarters since. The position peaked at $308K in Q4 2021. 1,347 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Wambolt & Associates held 405 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $232K as of Q2 2025.
Wambolt & Associates bought 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $2.68K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Wambolt & Associates's portfolio in Q2 2025, its #165 holding.
Wambolt & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 15 quarters since.
Wambolt & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $308K in Q4 2021.
1,347 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.