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

Western Wealth 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	$657K	Sell	1,065 -10	-0.9%	-$6.34K	0.03%	566
2025 Q4	$649K	Sell	1,075 -25	-2%	-$15K	0.03%	456
2025 Q3	$656K	Sell	1,100 -77	-7%	-$45.2K	0.03%	391
2025 Q2	$667K	Hold	1,177	–	–	0.04%	346
2025 Q1	$628K	Hold	1,177	–	–	0.04%	335
2024 Q4	$670K	Hold	1,177	–	–	0.04%	307
2024 Q3	$670K	Buy	1,177 +25	+2%	+$13.8K	0.04%	384
2024 Q2	$616K	Sell	1,152 -8	-0.7%	-$4.3K	0.05%	315
2024 Q1	$645K	Sell	1,160 -10	-0.9%	-$5.18K	0.05%	311
2023 Q4	$594K	Hold	1,170	–	–	0.04%	370
2023 Q3	$534K	Sell	1,170 -63	-5%	-$30.2K	0.05%	376
2023 Q2	$590K	Hold	1,233	–	–	0.05%	341
2023 Q1	$565K	Hold	1,233	–	–	0.05%	342
2022 Q4	$546K	Sell	1,233 -1,244	-50%	-$550K	0.06%	326
2022 Q3	$993K	Sell	2,477 -2	-0.1%	-$883	0.06%	308
2022 Q2	$1.02M	Hold	2,479	–	–	0.06%	299
2022 Q1	$1.22M	Buy	2,479 +1,211	+96%	+$589K	0.06%	302
2021 Q4	$658K	Buy	+1,268	New	+$645K	0.07%	277
2021 Q2	$650K	Buy	1,326 +57	+4%	+$28.1K	0.07%	301
2021 Q1	$604K	Sell	1,269 -940	-43%	-$429K	0.08%	245
2020 Q4	$927K	Sell	2,209 -138	-6%	-$53.2K	0.14%	166
2020 Q3	$795K	Sell	2,347 -890	-27%	-$304K	0.13%	175
2020 Q2	$1.05M	Buy	3,237 +1,729	+115%	+$524K	0.19%	127
2020 Q1	$397K	Sell	1,508 -108	-7%	-$36.6K	0.09%	218
2019 Q4	$607K	Buy	1,616 +471	+41%	+$170K	0.09%	211
2019 Q3	$404K	Buy	1,145 +1	+0.1%	+$350	0.08%	242
2019 Q2	$404K	Sell	1,144 -15	-1%	-$5.24K	0.05%	257
2019 Q1	$402K	Sell	1,159 -184	-14%	-$61.9K	0.09%	236
2018 Q4	$409K	Buy	+1,343	New	+$447K	0.11%	204

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

Western Wealth Management's MDY Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.93% in Q1 2026, selling an estimated $6.34K and leaving 1,065 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #566.

Western Wealth Management first reported a position in MDY in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.22M in Q1 2022. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Western Wealth Management held 1,065 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $657K as of Q1 2026.
Western Wealth Management sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $6.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #566 holding.
Western Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.22M in Q1 2022.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.