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

WealthShield 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
Q1 		$242K Sell
392
-2
-0.5% -$1.27K 0.03% 316
2025
Q4 		$238K Buy
394
+47
+14% +$28.1K 0.03% 312
2025
Q3 		$207K Sell
347
-642
-65% -$377K 0.02% 334
2025
Q2 		$560K Sell
989
-82
-8% -$44K 0.07% 223
2025
Q1 		$573K Sell
1,071
-33
-3% -$18.7K 0.07% 210
2024
Q4 		$631K Buy
1,104
+13
+1% +$7.62K 0.09% 193
2024
Q3 		$623K Buy
1,091
+141
+15% +$77.7K 0.08% 195
2024
Q2 		$510K Hold
950
– – 0.08% 202
2024
Q1 		$530K Sell
950
-141
-13% -$73K 0.09% 190
2023
Q4 		$556K Sell
1,091
-15
-1% -$6.96K 0.09% 190
2023
Q3 		$507K Buy
1,106
+61
+6% +$29.2K 0.08% 206
2023
Q2 		$502K Hold
1,045
– – 0.08% 204
2023
Q1 		$480K Sell
1,045
-44
-4% -$20.5K 0.08% 210
2022
Q4 		$484K Hold
1,089
– – 0.09% 200
2022
Q3 		$439K Sell
1,089
-56
-5% -$24.7K 0.09% 207
2022
Q2 		$475K Hold
1,145
– – 0.09% 204
2022
Q1 		$563K Sell
1,145
-975
-46% -$474K 0.09% 219
2021
Q4 		$1.1M Buy
+2,120
New +$1.08M 0.18% 121
2021
Q3 		– Sell
-345
Closed -$169K – 525
2021
Q2 		$169K Buy
345
+23
+7% +$11.3K 0.03% 285
2021
Q1 		$153K Buy
+322
New +$147K 0.03% 285
2020
Q1 		– Sell
-579
Closed -$217K – 292
2019
Q4 		$217K Sell
579
-63
-10% -$22.8K 0.11% 170
2019
Q3 		$226K Sell
642
-52
-7% -$18.2K 0.12% 157
2019
Q2 		$246K Buy
694
+2
+0.3% +$699 0.14% 133
2019
Q1 		$239K Sell
692
-163
-19% -$54.8K 0.13% 124
2018
Q4 		$260K Hold
855
– – 0.18% 99
2018
Q3 		$315K Hold
855
– – 0.18% 89
2018
Q2 		$304K Hold
855
– – 0.19% 85
2018
Q1 		$293K Hold
855
– – 0.19% 86
2017
Q4 		$298K Buy
+855
New +$288K 0.18% 99

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthShield Partners's MDY Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.51% in Q1 2026, selling an estimated $1.27K and leaving 392 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #316.

WealthShield Partners first reported a position in MDY in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.1M in Q4 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • WealthShield Partners held 392 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $242K as of Q1 2026.
  • WealthShield Partners sold 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.27K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #316 holding.
  • WealthShield Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 29 quarters since.
  • WealthShield Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.1M in Q4 2021.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.