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

Wealth Enhancement Advisory Services’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	$33.9M	Buy	49,110 +3,425	+7%	+$2.29M	0.06%	291
2026 Q1	$28.4M	Sell	45,685 -41,266	-47%	-$26.2M	0.06%	295
2025 Q4	$54.7M	Buy	86,951 +1,326	+2%	+$793K	0.07%	241
2025 Q3	$51M	Buy	85,625 +4,672	+6%	+$2.74M	0.08%	237
2025 Q2	$47.1M	Sell	80,953 -677	-0.8%	-$363K	0.08%	237
2025 Q1	$43.5M	Sell	81,630 -4,905	-6%	-$2.78M	0.08%	228
2024 Q4	$49.3M	Buy	86,535 +5,393	+7%	+$3.16M	0.09%	207
2024 Q3	$46.2M	Sell	81,142 -460	-0.6%	-$253K	0.1%	203
2024 Q2	$43.7M	Buy	81,602 +44,327	+119%	+$23.8M	0.1%	197
2024 Q1	$20.7M	Sell	37,275 -644	-2%	-$334K	0.05%	315
2023 Q4	$19.2M	Sell	37,919 -2,886	-7%	-$1.34M	0.06%	307
2023 Q3	$18.6M	Buy	+40,805	New	+$19.6M	0.06%	291
2023 Q2	–	Sell	-614	Closed	-$281K	–	552
2023 Q1	$281K	Buy	+614	New	+$286K	﹤0.01%	455
2022 Q3	–	Sell	-6,930	Closed	-$2.93M	–	362
2022 Q2	$2.93M	Buy	6,930 +2,878	+71%	+$1.3M	0.04%	172
2022 Q1	$2M	Sell	4,052 -5,384	-57%	-$2.62M	0.03%	192
2021 Q4	$4.54M	Buy	9,436 +5,595	+146%	+$2.85M	0.07%	124
2021 Q3	$1.95M	Buy	+3,841	New	+$1.89M	0.03%	147

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7.5% in Q2 2026, buying an estimated $2.29M and bringing the position to 49,110 shares worth $33.9M. The position accounts for 0.06% of the portfolio, ranked #291.

Wealth Enhancement Advisory Services first reported a position in MDY in Q3 2021 and has held it in 17 quarters since. The position peaked at $54.7M in Q4 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wealth Enhancement Advisory Services held 49,110 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $33.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,425 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.29M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #291 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 17 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $54.7M in Q4 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.