Wealthcare Advisory Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wealthcare Advisory Partners’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	$2.47M	Sell	3,513 -227	-6%	-$152K	0.05%	311
2026 Q1	$2.31M	Sell	3,740 -24	-0.6%	-$15.2K	0.04%	342
2025 Q4	$2.27M	Sell	3,764 -1,781	-32%	-$1.07M	0.04%	329
2025 Q3	$3.3M	Sell	5,545 -25	-0.4%	-$14.7K	0.07%	232
2025 Q2	$3.16M	Buy	5,570 +1	+0%	+$537	0.07%	234
2025 Q1	$2.97M	Sell	5,569 -112	-2%	-$63.6K	0.08%	216
2024 Q4	$3.24M	Sell	5,681 -29	-0.5%	-$17K	0.09%	187
2024 Q3	$3.25M	Sell	5,710 -248	-4%	-$137K	0.09%	190
2024 Q2	$3.19M	Sell	5,958 -2	-0%	-$1.07K	0.1%	163
2024 Q1	$3.32M	Buy	5,960 +277	+5%	+$143K	0.11%	161
2023 Q4	$2.88M	Sell	5,683 -283	-5%	-$131K	0.11%	147
2023 Q3	$2.72M	Sell	5,966 -152	-2%	-$72.8K	0.13%	139
2023 Q2	$2.93M	Sell	6,118 -55	-0.9%	-$25K	0.13%	137
2023 Q1	$2.83M	Sell	6,173 -1,537	-20%	-$716K	0.12%	140
2022 Q4	$3.41M	Buy	7,710 +214	+3%	+$94.6K	0.16%	107
2022 Q3	$3.01M	Buy	7,496 +2,766	+58%	+$1.22M	0.17%	107
2022 Q2	$1.96M	Sell	4,730 -101	-2%	-$45.6K	0.12%	119
2022 Q1	$2.37M	Sell	4,831 -190	-4%	-$92.4K	0.14%	88
2021 Q4	$2.6M	Sell	5,021 -474	-9%	-$241K	0.16%	83
2021 Q3	$2.64M	Sell	5,495 -465	-8%	-$228K	0.17%	79
2021 Q2	$2.93M	Sell	5,960 -162	-3%	-$79.9K	0.2%	75
2021 Q1	$2.92M	Sell	6,122 -944	-13%	-$430K	0.21%	66
2020 Q4	$2.97M	Buy	7,066 +241	+4%	+$92.8K	0.26%	51
2020 Q3	$2.31M	Sell	6,825 -322	-5%	-$110K	0.25%	53
2020 Q2	$2.32M	Sell	7,147 -885	-11%	-$268K	0.29%	43
2020 Q1	$2.11M	Sell	8,032 -6,323	-44%	-$2.14M	0.31%	42
2019 Q4	$5.39M	Sell	14,355 -681	-5%	-$246K	0.69%	25
2019 Q3	$5.3M	Sell	15,036 -771	-5%	-$270K	0.77%	22
2019 Q2	$5.61M	Sell	15,807 -1,083	-6%	-$378K	0.89%	21
2019 Q1	$5.83M	Sell	16,890 -31,987	-65%	-$10.8M	1%	19
2018 Q4	$14.8M	Buy	48,877 +400	+0.8%	+$133K	2.87%	8
2018 Q3	$17.8M	Buy	48,477 +1,924	+4%	+$705K	3.27%	7
2018 Q2	$16.5M	Buy	46,553 +1,815	+4%	+$638K	3.24%	8
2018 Q1	$15.3M	Buy	44,738 +1,546	+4%	+$538K	3.45%	7
2017 Q4	$14.9M	Buy	43,192 +1,810	+4%	+$610K	3.84%	5
2017 Q3	$13.5M	Buy	41,382 +5,185	+14%	+$1.65M	4.01%	6
2017 Q2	$11.5M	Buy	36,197 +2,847	+9%	+$896K	5.59%	6
2017 Q1	$10.4M	Buy	33,350 +1,337	+4%	+$415K	5.69%	6
2016 Q4	$9.66M	Buy	32,013 +3,140	+11%	+$908K	5.71%	6
2016 Q3	$8.15M	Buy	28,873 +1,757	+6%	+$495K	5.29%	6
2016 Q2	$7.38M	Buy	+27,116	New	+$7.25M	5.2%	6

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealthcare Advisory Partners's MDY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.1% in Q2 2026, selling an estimated $152K and leaving 3,513 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #311.

Wealthcare Advisory Partners first reported a position in MDY in Q2 2016 and has held it in 41 quarters since. The position peaked at $17.8M in Q3 2018. 376 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wealthcare Advisory Partners held 3,513 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.47M as of Q2 2026.
Wealthcare Advisory Partners sold 227 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $152K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #311 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $17.8M in Q3 2018.
376 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.