WBH Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $649K | Buy |
989
+1
| +0.1% | +$688 | 0.04% | 221 |
|
|
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
WBH Advisory's MDY Position: Q3 2026 in Review
WBH Advisory increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q3 2026, buying an estimated $688 and bringing the position to 989 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #221.
WBH Advisory first reported a position in MDY in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.89M in Q4 2019. 878 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- WBH Advisory held 989 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $649K as of Q3 2026.
- WBH Advisory bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q3 2026, an estimated $688.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of WBH Advisory's portfolio in Q3 2026, its #221 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 34 quarters since.
- WBH Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.89M in Q4 2019.
- 878 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.