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

Wilmar Advisors’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	$6.17M	Hold	10,000	–	–	5.33%	5
2025 Q4	$6.03M	Hold	10,000	–	–	4.71%	8
2025 Q3	$5.96M	Hold	10,000	–	–	4.89%	5
2025 Q2	$5.66M	Hold	10,000	–	–	5.39%	6
2025 Q1	$5.33M	Hold	10,000	–	–	5.52%	5
2024 Q4	$5.7M	Buy	+10,000	New	+$5.86M	5.27%	6

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

Wilmar Advisors's MDY Position: Q1 2026 in Review

Wilmar Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 10,000 shares worth $6.17M. The position accounts for 5.33% of the portfolio, ranked #5.

Wilmar Advisors first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Wilmar Advisors held 10,000 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.17M as of Q1 2026.
Wilmar Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 5.33% of Wilmar Advisors's portfolio in Q1 2026, its #5 holding.
Wilmar Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Wilmar Advisors's 13F filing for Q1 2026, filed 14 May 2026.