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

Wealth Alliance’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	$410K	Sell	665 -1,020	-61%	-$646K	0.04%	345
2025 Q4	$1.02M	Buy	1,685 +645	+62%	+$386K	0.1%	183
2025 Q3	$620K	Buy	1,040 +375	+56%	+$220K	0.06%	257
2025 Q2	$377K	Hold	665	–	–	0.04%	356
2025 Q1	$355K	Sell	665 -282	-30%	-$160K	0.04%	354
2024 Q4	$539K	Buy	947 +282	+42%	+$165K	0.06%	245
2024 Q3	$379K	Sell	665 -108	-14%	-$59.5K	0.05%	341
2024 Q2	$414K	Buy	773 +108	+16%	+$58.1K	0.05%	292
2024 Q1	$370K	Hold	665	–	–	0.05%	343
2023 Q4	$337K	Hold	665	–	–	0.05%	350
2023 Q3	$304K	Hold	665	–	–	0.05%	343
2023 Q2	$318K	Hold	665	–	–	0.05%	360
2023 Q1	$305K	Sell	665 -269	-29%	-$125K	0.05%	357
2022 Q4	$414K	Sell	934 -797	-46%	-$352K	0.07%	264
2022 Q3	$695K	Sell	1,731 -1,267	-42%	-$560K	0.14%	164
2022 Q2	$1.24M	Buy	2,998 +2,333	+351%	+$1.05M	0.24%	95
2022 Q1	$326K	Hold	665	–	–	0.07%	310
2021 Q4	$344K	Hold	665	–	–	0.07%	301
2021 Q3	$320K	Hold	665	–	–	0.07%	303
2021 Q2	$327K	Buy	+665	New	+$328K	0.08%	298

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 Alliance's MDY Position: Q1 2026 in Review

Wealth Alliance reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 61% in Q1 2026, selling an estimated $646K and leaving 665 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #345.

Wealth Alliance first reported a position in MDY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q2 2022. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Wealth Alliance held 665 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $410K as of Q1 2026.
Wealth Alliance sold 1,020 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $646K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #345 holding.
Wealth Alliance first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and has held it in 20 quarters since.
Wealth Alliance's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.24M in Q2 2022.
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 Alliance's 13F filing for Q1 2026, filed 14 May 2026.