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

Wealth Alliance Advisory Group’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 		$996K Sell
1,416
-2,182
-61% -$1.46M 0.14% 83
2026
Q1 		$2.22M Sell
3,598
-21,918
-86% -$13.9M 0.35% 57
2025
Q4 		$15.4M Buy
25,516
+574
+2% +$343K 2.64% 8
2025
Q3 		$14.9M Buy
24,942
+117
+0.5% +$68.7K 2.68% 8
2025
Q2 		$14.1M Buy
24,825
+891
+4% +$478K 2.68% 8
2025
Q1 		$12.8M Sell
23,934
-8,144
-25% -$4.62M 2.65% 8
2024
Q4 		$18.3M Sell
32,078
-175
-0.5% -$103K 3.86% 5
2024
Q3 		$18.4M Buy
32,253
+492
+2% +$271K 3.86% 5
2024
Q2 		$17M Sell
31,761
-7,991
-20% -$4.3M 3.83% 5
2024
Q1 		$22.1M Buy
39,752
+1,608
+4% +$833K 5.13% 4
2023
Q4 		$19.4M Buy
38,144
+1,319
+4% +$612K 5.05% 4
2023
Q3 		$16.8M Buy
36,825
+876
+2% +$420K 4.99% 4
2023
Q2 		$17.2M Sell
35,949
-348
-1% -$158K 6.08% 2
2023
Q1 		$16.6M Sell
36,297
-131
-0.4% -$61.1K 6.22% 2
2022
Q4 		$16.1M Buy
36,428
+2,281
+7% +$1.01M 6.17% 4
2022
Q3 		$13.7M Buy
+34,147
New +$15.1M 6.05% 4
2022
Q1 		– Sell
-483
Closed -$250K – 166
2021
Q4 		$250K Hold
483
– – 0.11% 133
2021
Q3 		$232K Hold
483
– – 0.11% 127
2021
Q2 		$237K Buy
+483
New +$238K 0.12% 126
2020
Q2 		– Sell
-34,110
Closed -$8.97M – 131
2020
Q1 		$8.97M Buy
34,110
+1,231
+4% +$417K 6.96% 3
2019
Q4 		$12.3M Buy
32,879
+185
+0.6% +$66.9K 7.05% 2
2019
Q3 		$11.4M Buy
32,694
+377
+1% +$132K 7.09% 2
2019
Q2 		$11.5M Buy
32,317
+1,026
+3% +$359K 7.08% 2
2019
Q1 		$11.1M Buy
31,291
+492
+2% +$165K 7.13% 2
2018
Q4 		$9.32M Buy
30,799
+5,653
+22% +$1.88M 6.98% 3
2018
Q3 		$9.24M Buy
25,146
+754
+3% +$276K 4.73% 5
2018
Q2 		$8.66M Buy
24,392
+394
+2% +$139K 4.75% 5
2018
Q1 		$8.2M Buy
23,998
+13,300
+124% +$4.63M 4.78% 5
2017
Q4 		$3.69M Buy
+10,698
New +$3.6M 3.32% 8

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Wealth Alliance Advisory Group's MDY Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 61% in Q2 2026, selling an estimated $1.46M and leaving 1,416 shares worth $996K. The position accounts for 0.14% of the portfolio, ranked #83.

Wealth Alliance Advisory Group first reported a position in MDY in Q4 2017 and has held it in 29 quarters since. The position peaked at $22.1M in Q1 2024. 758 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Wealth Alliance Advisory Group held 1,416 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $996K as of Q2 2026.
  • Wealth Alliance Advisory Group sold 2,182 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.46M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #83 holding.
  • Wealth Alliance Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 29 quarters since.
  • Wealth Alliance Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $22.1M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.