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Burling Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Burling Wealth Partners’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 		$1.2M Hold
1,941
– – 0.19% 88
2025
Q4 		$1.17M Sell
1,941
-3
-0.2% -$1.79K 0.18% 88
2025
Q3 		$1.16M Sell
1,944
-35
-2% -$20.5K 0.19% 91
2025
Q2 		$1.12M Hold
1,979
– – 0.21% 91
2025
Q1 		$1.06M Hold
1,979
– – 0.22% 92
2024
Q4 		$1.13M Buy
+1,979
New +$1.16M 0.23% 92

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

Burling Wealth Partners's MDY Position: Q1 2026 in Review

Burling Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,941 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #88.

Burling Wealth Partners 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.

  • Burling Wealth Partners held 1,941 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.2M as of Q1 2026.
  • Burling Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of Burling Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Burling Wealth Partners 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 Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.