Asset Planning Corporation’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Asset Planning Corporation’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
2025 Q3	$379K	Buy	636 +1	+0.2%	+$587	0.18%	35
2025 Q2	$360K	Buy	635 +1	+0.2%	+$537	0.19%	32
2025 Q1	$338K	Buy	634 +109	+21%	+$61.9K	0.2%	34
2024 Q4	$299K	Hold	525	–	–	0.19%	37
2024 Q3	$299K	Buy	525 +1	+0.2%	+$551	0.2%	38
2024 Q2	$281K	Hold	524	–	–	0.21%	36
2024 Q1	$292K	Buy	524 +1	+0.2%	+$518	0.21%	32
2023 Q4	$266K	Buy	523 +16	+3%	+$7.43K	0.21%	32
2023 Q3	$231K	Buy	507 +1	+0.2%	+$479	0.18%	36
2023 Q2	$243K	Buy	506 +1	+0.2%	+$455	0.18%	36
2023 Q1	$232K	Buy	505 +2	+0.4%	+$932	0.19%	33
2022 Q4	$223K	Buy	503 +1	+0.2%	+$442	0.19%	36
2022 Q3	$202K	Buy	+502	New	+$222K	0.19%	34
2022 Q2	–	Sell	-500	Closed	-$245K	–	35
2022 Q1	$245K	Sell	500 -197	-28%	-$95.8K	0.21%	33
2021 Q4	$361K	Buy	+697	New	+$355K	0.31%	26

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Asset Planning Corporation's MDY Position: Q3 2025 in Review

Asset Planning Corporation increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.16% in Q3 2025, buying an estimated $587 and bringing the position to 636 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #35.

Asset Planning Corporation first reported a position in MDY in Q4 2021 and has held it in 15 quarters since. 1,364 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Asset Planning Corporation held 636 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $379K as of Q3 2025.
Asset Planning Corporation bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q3 2025, an estimated $587.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Asset Planning Corporation's portfolio in Q3 2025, its #35 holding.
Asset Planning Corporation first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 15 quarters since.
1,364 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.