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

Wealthcare 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 Q2	$365K	Hold	519	–	–	0.03%	75
2026 Q1	$320K	Hold	519	–	–	0.03%	76
2025 Q4	$313K	Hold	519	–	–	0.03%	73
2025 Q3	$309K	Hold	519	–	–	0.03%	72
2025 Q2	$294K	Hold	519	–	–	0.03%	68
2025 Q1	$277K	Buy	519 +160	+45%	+$90.8K	0.03%	75
2024 Q4	$204K	Hold	359	–	–	0.02%	87
2024 Q3	$205K	Buy	+359	New	+$198K	0.02%	80
2021 Q2	–	Sell	-359	Closed	-$171K	–	427
2021 Q1	$171K	Buy	+359	New	+$164K	0.02%	76
2020 Q2	–	Sell	-376	Closed	-$99K	–	163
2020 Q1	$99K	Sell	376 -136	-27%	-$46.1K	0.01%	71
2019 Q4	$192K	Sell	512 -44	-8%	-$15.9K	0.02%	59
2019 Q3	$196K	Hold	556	–	–	0.02%	53
2019 Q2	$197K	Sell	556 -66	-11%	-$23.1K	0.03%	55
2019 Q1	$215K	Sell	622 -1,040	-63%	-$350K	0.03%	52
2018 Q4	$503K	Buy	1,662 +253	+18%	+$84.2K	0.08%	34
2018 Q3	$518K	Buy	1,409 +40	+3%	+$14.7K	0.06%	30
2018 Q2	$486K	Buy	1,369 +69	+5%	+$24.3K	0.06%	32
2018 Q1	$444K	Sell	1,300 -172	-12%	-$59.9K	0.05%	33
2017 Q4	$508K	Sell	1,472 -70	-5%	-$23.6K	0.06%	30
2017 Q3	$503K	Sell	1,542 -21	-1%	-$6.67K	0.06%	30
2017 Q2	$496K	Buy	1,563 +21	+1%	+$6.61K	0.06%	31
2017 Q1	$482K	Buy	1,542 +522	+51%	+$162K	0.05%	30
2016 Q4	$308K	Buy	1,020 +332	+48%	+$96K	0.04%	37
2016 Q3	$194K	Buy	688 +52	+8%	+$14.6K	0.02%	42
2016 Q2	$173K	Buy	636 +175	+38%	+$46.8K	0.02%	43
2016 Q1	$121K	Buy	461 +39	+9%	+$9.49K	0.01%	52
2015 Q4	$107K	Buy	422 +100	+31%	+$26K	0.01%	64
2015 Q3	$80K	Sell	322 -4	-1%	-$1.06K	0.01%	76
2015 Q2	$89K	Sell	326 -1,045	-76%	-$291K	0.01%	74
2015 Q1	$380K	Buy	1,371 +1,193	+670%	+$322K	0.05%	65
2014 Q4	$47K	Buy	178 +66	+59%	+$16.9K	0.01%	87
2014 Q3	$28K	Hold	112	–	–	﹤0.01%	103
2014 Q2	$29K	Buy	112 +47	+72%	+$11.8K	﹤0.01%	95
2014 Q1	$16K	Hold	65	–	–	﹤0.01%	110
2013 Q4	$16K	Hold	65	–	–	﹤0.01%	72
2013 Q3	$15K	Sell	65 -90	-58%	-$20K	﹤0.01%	69
2013 Q2	$33K	Buy	+155	New	+$32.8K	0.01%	54

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

Wealthcare Capital Management's MDY Position: Q2 2026 in Review

Wealthcare Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 519 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #75.

Wealthcare Capital Management first reported a position in MDY in Q2 2013 and has held it in 37 quarters since. The position peaked at $518K in Q3 2018. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wealthcare Capital Management held 519 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $365K as of Q2 2026.
Wealthcare Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #75 holding.
Wealthcare Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 37 quarters since.
Wealthcare Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $518K in Q3 2018.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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