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

WBH Advisory’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	$695K	Sell	988 -58	-6%	-$38.8K	0.05%	210
2026 Q1	$650K	Hold	1,046	–	–	0.05%	205
2025 Q4	$631K	Buy	1,046 +1	+0.1%	+$598	0.05%	213
2025 Q3	$623K	Hold	1,045	–	–	0.05%	212
2025 Q2	$592K	Sell	1,045 -149	-12%	-$80K	0.05%	208
2025 Q1	$637K	Hold	1,194	–	–	0.06%	185
2024 Q4	$680K	Buy	1,194 +1	+0.1%	+$586	0.06%	186
2024 Q3	$680K	Buy	1,193 +348	+41%	+$192K	0.06%	183
2024 Q2	$452K	Hold	845	–	–	0.05%	223
2024 Q1	$470K	Buy	845 +1	+0.1%	+$518	0.05%	221
2023 Q4	$428K	Buy	844 +1	+0.1%	+$464	0.05%	228
2023 Q3	$385K	Hold	843	–	–	0.05%	227
2023 Q2	$404K	Hold	843	–	–	0.05%	223
2023 Q1	$386K	Buy	+843	New	+$393K	0.05%	230
2022 Q3	$342K	Hold	851	–	–	0.05%	227
2022 Q2	$356K	Sell	851 -20	-2%	-$9.03K	0.05%	230
2022 Q1	$408K	Sell	871 -94	-10%	-$45.7K	0.05%	225
2021 Q4	$500K	Buy	965 +332	+52%	+$169K	0.06%	221
2021 Q3	$304K	Buy	633 +1	+0.2%	+$491	0.04%	245
2021 Q2	$308K	Hold	632	–	–	0.05%	223
2021 Q1	$301K	Buy	632 +1	+0.2%	+$456	0.05%	226
2020 Q4	$284K	Hold	631	–	–	0.05%	220
2020 Q3	$214K	Hold	631	–	–	0.04%	234
2020 Q2	$204K	Sell	631 -199	-24%	-$60.3K	0.05%	228
2020 Q1	$218K	Sell	830 -6,875	-89%	-$2.33M	0.05%	210
2019 Q4	$2.89M	Sell	7,705 -2	-0%	-$723	0.59%	38
2019 Q3	$2.72M	Buy	7,707 +176	+2%	+$61.7K	0.61%	39
2019 Q2	$2.67M	Buy	7,531 +450	+6%	+$157K	0.62%	37
2019 Q1	$2.44M	Buy	7,081 +861	+14%	+$290K	0.58%	39
2018 Q4	$1.88M	Buy	6,220 +280	+5%	+$93.2K	0.46%	50
2018 Q3	$2.18M	Buy	5,940 +855	+17%	+$313K	0.53%	42
2018 Q2	$1.8M	Buy	5,085 +990	+24%	+$348K	0.47%	49
2018 Q1	$1.4M	Buy	+4,095	New	+$1.43M	0.38%	63

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

WBH Advisory's MDY Position: Q2 2026 in Review

WBH Advisory reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.5% in Q2 2026, selling an estimated $38.8K and leaving 988 shares worth $695K. The position accounts for 0.05% of the portfolio, ranked #210.

WBH Advisory first reported a position in MDY in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.89M in Q4 2019. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

WBH Advisory held 988 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $695K as of Q2 2026.
WBH Advisory sold 58 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $38.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #210 holding.
WBH Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 33 quarters since.
WBH Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.89M in Q4 2019.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.