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

Briaud Financial Planning’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 		– Sell
-432
Closed -$261K – 39
2025
Q4 		$261K Buy
+432
New +$258K 0.06% 29

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

Briaud Financial Planning's MDY Position: Q1 2026 in Review

Briaud Financial Planning sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 432 shares — an estimated $261K sold.

Briaud Financial Planning first reported a position in MDY in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Briaud Financial Planning reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Briaud Financial Planning sold 432 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $261K.
  • Briaud Financial Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and held it in 1 quarter.
  • Briaud Financial Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $261K in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.