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

WealthTrust Axiom’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	$325K	Hold	462	–	–	0.07%	217
2026 Q1	$285K	Sell	462 -4	-0.9%	-$2.54K	0.07%	213
2025 Q4	$281K	Hold	466	–	–	0.07%	205
2025 Q3	$278K	Hold	466	–	–	0.07%	208
2025 Q2	$264K	Hold	466	–	–	0.08%	201
2025 Q1	$248K	Hold	466	–	–	0.08%	208
2024 Q4	$265K	Buy	466 +1	+0.2%	+$586	0.08%	196
2024 Q3	$265K	Hold	465	–	–	0.08%	196
2024 Q2	$249K	Hold	465	–	–	0.08%	199
2024 Q1	$259K	Sell	465 -67	-13%	-$34.7K	0.08%	195
2023 Q4	$270K	Hold	532	–	–	0.09%	189
2023 Q3	$243K	Hold	532	–	–	0.09%	189
2023 Q2	$255K	Sell	532 -29	-5%	-$13.2K	0.08%	192
2023 Q1	$257K	Buy	561 +4	+0.7%	+$1.86K	0.09%	195
2022 Q4	$247K	Hold	557	–	–	0.09%	185
2022 Q3	$223K	Hold	557	–	–	0.09%	196
2022 Q2	$230K	Buy	557 +45	+9%	+$20.3K	0.08%	199
2022 Q1	$250K	Buy	512 +106	+26%	+$51.6K	0.08%	200
2021 Q4	$210K	Buy	+406	New	+$207K	0.07%	221

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

WealthTrust Axiom's MDY Position: Q2 2026 in Review

WealthTrust Axiom held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 462 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #217.

WealthTrust Axiom first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

WealthTrust Axiom held 462 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $325K as of Q2 2026.
WealthTrust Axiom 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 0.07% of WealthTrust Axiom's portfolio in Q2 2026, its #217 holding.
WealthTrust Axiom first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.