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

Abound Financial’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 		$513K Sell
831
-8
-1% -$5.07K 0.22% 39
2025
Q4 		$506K Hold
839
– – 0.2% 41
2025
Q3 		$500K Hold
839
– – 0.2% 45
2025
Q2 		$475K Sell
839
-25
-3% -$13.4K 0.21% 45
2025
Q1 		$461K Hold
864
– – 0.23% 41
2024
Q4 		$492K Buy
+864
New +$506K 0.25% 43

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abound Financial's MDY Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.95% in Q1 2026, selling an estimated $5.07K and leaving 831 shares worth $513K. The position accounts for 0.22% of the portfolio, ranked #39.

Abound Financial 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.

  • Abound Financial held 831 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $513K as of Q1 2026.
  • Abound Financial sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $5.07K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Abound Financial's portfolio in Q1 2026, its #39 holding.
  • Abound Financial 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 Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.