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

Wealth Advisory Solutions’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 Q3	$652K	Hold	993	–	–	0.13%	88
2026 Q2	$698K	Hold	993	–	–	0.14%	83
2026 Q1	$612K	Sell	993 -7	-0.7%	-$4.44K	0.14%	84
2025 Q4	$603K	Hold	1,000	–	–	0.14%	77
2025 Q3	$596K	Hold	1,000	–	–	0.14%	84
2025 Q2	$566K	Hold	1,000	–	–	0.14%	83
2025 Q1	$533K	Hold	1,000	–	–	0.14%	86
2024 Q4	$570K	Hold	1,000	–	–	0.16%	78
2024 Q3	$570K	Sell	1,000 -14	-1%	-$7.71K	0.16%	79
2024 Q2	$543K	Sell	1,014 -100	-9%	-$53.8K	0.15%	79
2024 Q1	$620K	Hold	1,114	–	–	0.16%	74
2023 Q4	$565K	Sell	1,114 -1,114	-50%	-$517K	0.2%	53
2023 Q3	$1.07M	Buy	+2,228	New	+$1.07M	0.21%	70
2023 Q2	–	Sell	-1,120	Closed	-$513K	–	117
2023 Q1	$513K	Sell	1,120 -2,000	-64%	-$932K	0.14%	85
2022 Q4	$1.38M	Hold	3,120	–	–	0.37%	66
2022 Q3	$1.25M	Hold	3,120	–	–	0.35%	73
2022 Q2	$1.29M	Hold	3,120	–	–	0.32%	76
2022 Q1	$1.53M	Buy	+3,120	New	+$1.52M	0.32%	74
2021 Q3	$1.64M	Sell	3,420 -25	-0.7%	-$12.3K	0.37%	66
2021 Q2	$1.69M	Buy	+3,445	New	+$1.7M	0.4%	67
2021 Q1	–	Sell	-3,445	Closed	-$1.45M	–	175
2020 Q4	$1.45M	Hold	3,445	–	–	0.39%	60
2020 Q3	$1.17M	Sell	3,445 -4,100	-54%	-$1.4M	0.31%	77
2020 Q2	$2.45M	Sell	7,545 -545	-7%	-$165K	0.68%	48
2020 Q1	$2.13M	Buy	8,090 +456	+6%	+$155K	0.72%	46
2019 Q4	$2.87M	Buy	+7,634	New	+$2.76M	0.76%	40

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Wealth Advisory Solutions's MDY Position: Q3 2026 in Review

Wealth Advisory Solutions held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 993 shares worth $652K. The position accounts for 0.13% of the portfolio, ranked #88.

Wealth Advisory Solutions first reported a position in MDY in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.87M in Q4 2019. 400 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Wealth Advisory Solutions held 993 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $652K as of Q3 2026.
Wealth Advisory Solutions left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Wealth Advisory Solutions's portfolio in Q3 2026, its #88 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 25 quarters since.
Wealth Advisory Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.87M in Q4 2019.
400 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.