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

Waverly 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 		$7.48M Sell
12,125
-422
-3% -$267K 0.06% 319
2025
Q4 		$7.57M Buy
12,547
+337
+3% +$202K 0.06% 294
2025
Q3 		$7.28M Buy
12,210
+520
+4% +$305K 0.07% 261
2025
Q2 		$6.62M Buy
11,690
+264
+2% +$142K 0.07% 255
2025
Q1 		$6.1M Buy
11,426
+6,262
+121% +$3.55M 0.07% 251
2024
Q4 		$2.94M Buy
5,164
+2,069
+67% +$1.21M 0.05% 308
2024
Q3 		$1.76M Buy
3,095
+31
+1% +$17.1K 0.03% 353
2024
Q2 		$1.64M Hold
3,064
– – 0.03% 348
2024
Q1 		$1.7M Buy
3,064
+309
+11% +$160K 0.04% 285
2023
Q4 		$1.4M Buy
2,755
+39
+1% +$18.1K 0.05% 186
2023
Q3 		$1.24M Buy
+2,716
New +$1.3M 0.05% 178
2015
Q4 		– Sell
-17
Closed -$4K – 291
2015
Q3 		$4K Hold
17
– – ﹤0.01% 387
2015
Q2 		$5K Buy
+17
New +$4.73K ﹤0.01% 310
2014
Q2 		– Sell
-6,350
Closed -$1.59M – 742
2014
Q1 		$1.59M Sell
6,350
-2,002
-24% -$491K 0.72% 14
2013
Q4 		$2.04M Buy
8,352
+7,767
+1,328% +$1.83M 0.72% 15
2013
Q3 		$132K Buy
+585
New +$130K 0.07% 129

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's MDY Position: Q1 2026 in Review

Waverly Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q1 2026, selling an estimated $267K and leaving 12,125 shares worth $7.48M. The position accounts for 0.06% of the portfolio, ranked #319.

Waverly Advisors first reported a position in MDY in Q3 2013 and has held it in 16 quarters since. The position peaked at $7.57M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Waverly Advisors held 12,125 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.48M as of Q1 2026.
  • Waverly Advisors sold 422 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $267K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #319 holding.
  • Waverly Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 16 quarters since.
  • Waverly Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.57M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.