WFA
MDY icon

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

WJ Financial 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
Q2 		$1.62M Hold
2,306
– – 1.19% 24
2026
Q1 		$1.42M Buy
2,306
+70
+3% +$44.4K 1.15% 27
2025
Q4 		$1.35M Buy
2,236
+150
+7% +$89.7K 1.2% 24
2025
Q3 		$1.24M Buy
+2,086
New +$1.22M 1.21% 23

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WJ Financial Advisors's MDY Position: Q2 2026 in Review

WJ Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,306 shares worth $1.62M. The position accounts for 1.19% of the portfolio, ranked #24.

WJ Financial Advisors first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • WJ Financial Advisors held 2,306 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.62M as of Q2 2026.
  • WJ Financial Advisors 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 1.19% of WJ Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • WJ Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.