WealthBridge Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

WealthBridge Capital Management’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	$2.73M	Buy	4,421 +8	+0.2%	+$5.07K	0.63%	36
2025 Q4	$2.66M	Sell	4,413 -51	-1%	-$30.5K	0.61%	37
2025 Q3	$2.66M	Buy	4,464 +258	+6%	+$151K	0.62%	36
2025 Q2	$2.38M	Sell	4,206 -155	-4%	-$83.2K	0.6%	40
2025 Q1	$2.33M	Sell	4,361 -82	-2%	-$46.5K	0.66%	36
2024 Q4	$2.53M	Buy	4,443 +188	+4%	+$110K	0.7%	32
2024 Q3	$2.42M	Buy	4,255 +69	+2%	+$38K	0.69%	31
2024 Q2	$2.24M	Buy	4,186 +185	+5%	+$99.5K	0.74%	30
2024 Q1	$2.23M	Buy	4,001 +69	+2%	+$35.7K	0.75%	32
2023 Q4	$2M	Buy	3,932 +71	+2%	+$33K	0.75%	30
2023 Q3	$1.76M	Buy	3,861 +121	+3%	+$58K	0.73%	31
2023 Q2	$1.79M	Buy	3,740 +130	+4%	+$59.2K	0.72%	31
2023 Q1	$1.65M	Buy	3,610 +1	+0%	+$466	0.66%	36
2022 Q4	$1.6M	Buy	3,609 +125	+4%	+$55.3K	0.67%	37
2022 Q3	$1.44M	Hold	3,484	–	–	0.61%	36
2022 Q2	$1.44M	Hold	3,484	–	–	0.61%	36
2022 Q1	$1.71M	Hold	3,484	–	–	0.64%	34
2021 Q4	$1.8M	Buy	3,484 +20	+0.6%	+$10.2K	0.67%	36
2021 Q3	$1.67M	Buy	3,464 +50	+1%	+$24.6K	0.62%	40
2021 Q2	$1.68M	Hold	3,414	–	–	0.61%	39
2021 Q1	$1.63M	Hold	3,414	–	–	0.66%	36
2020 Q4	$1.43M	Sell	3,414 -50	-1%	-$19.3K	0.63%	35
2020 Q3	$1.17M	Sell	3,464 -225	-6%	-$76.8K	0.6%	37
2020 Q2	$1.2M	Sell	3,689 -988	-21%	-$300K	0.68%	34
2020 Q1	$1.23M	Sell	4,677 -670	-13%	-$227K	0.85%	31
2019 Q4	$2.01M	Sell	5,347 -20	-0.4%	-$7.23K	1.3%	20
2019 Q3	$1.89M	Sell	5,367 -25	-0.5%	-$8.76K	1.36%	19
2019 Q2	$1.63M	Buy	5,392 +49	+0.9%	+$17.1K	1.49%	20
2019 Q1	$1.88M	Sell	5,343 -49	-0.9%	-$16.5K	1.19%	20
2018 Q4	$1.63M	Buy	+5,392	New	+$1.79M	1.24%	20

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

WealthBridge Capital Management's MDY Position: Q1 2026 in Review

WealthBridge Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.18% in Q1 2026, buying an estimated $5.07K and bringing the position to 4,421 shares worth $2.73M. The position accounts for 0.63% of the portfolio, ranked #36.

WealthBridge Capital Management first reported a position in MDY in Q4 2018 and has held it in 30 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

WealthBridge Capital Management held 4,421 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.73M as of Q1 2026.
WealthBridge Capital Management bought 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $5.07K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.63% of WealthBridge Capital Management's portfolio in Q1 2026, its #36 holding.
WealthBridge Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 30 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.