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 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	$1.65M	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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Advisory Solutions's MDY Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.7% in Q1 2026, selling an estimated $4.44K and leaving 993 shares worth $612K. The position accounts for 0.14% of the portfolio, ranked #84.

Wealth Advisory Solutions first reported a position in MDY in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.87M in Q4 2019. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Wealth Advisory Solutions held 993 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $612K as of Q1 2026.
Wealth Advisory Solutions sold 7 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $4.44K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Wealth Advisory Solutions's portfolio in Q1 2026, its #84 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 23 quarters since.
Wealth Advisory Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.87M in Q4 2019.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.