1 North Wealth Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

1 North Wealth Services’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	$68.9K	Hold	98	–	–	0.02%	83
2026 Q1	$60.4K	Hold	98	–	–	0.02%	82
2025 Q4	$59.1K	Hold	98	–	–	0.02%	85
2025 Q3	$58.4K	Hold	98	–	–	0.02%	77
2025 Q2	$55.5K	Hold	98	–	–	0.02%	83
2025 Q1	$52.3K	Buy	+98	New	+$55.6K	0.02%	82
2019 Q4	$45K	Buy	+119	New	+$43K	0.03%	98

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

1 North Wealth Services's MDY Position: Q2 2026 in Review

1 North Wealth Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 98 shares worth $68.9K. The position accounts for 0.02% of the portfolio, ranked #83.

1 North Wealth Services first reported a position in MDY in Q4 2019 and has held it in 7 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

1 North Wealth Services held 98 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $68.9K as of Q2 2026.
1 North Wealth Services 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 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #83 holding.
1 North Wealth Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 7 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 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.