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

Cascade Financial 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 Q2	$785K	Sell	1,116 -59	-5%	-$39.5K	0.07%	143
2026 Q1	$725K	Hold	1,175	–	–	0.07%	143
2025 Q4	$709K	Sell	1,175 -88	-7%	-$52.7K	0.07%	143
2025 Q3	$753K	Hold	1,263	–	–	0.09%	138
2025 Q2	$715K	Sell	1,263 -177	-12%	-$95K	0.09%	137
2025 Q1	$768K	Sell	1,440 -85	-6%	-$48.3K	0.1%	124
2024 Q4	$869K	Hold	1,525	–	–	0.11%	106
2024 Q3	$875K	Sell	1,525 -30	-2%	-$16.5K	0.11%	104
2024 Q2	$832K	Sell	1,555 -43	-3%	-$23.1K	0.11%	110
2024 Q1	$847K	Buy	+1,598	New	+$828K	0.12%	105

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

Cascade Financial Partners's MDY Position: Q2 2026 in Review

Cascade Financial Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5% in Q2 2026, selling an estimated $39.5K and leaving 1,116 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #143.

Cascade Financial Partners first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $875K in Q3 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cascade Financial Partners held 1,116 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $785K as of Q2 2026.
Cascade Financial Partners sold 59 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $39.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Cascade Financial Partners's portfolio in Q2 2026, its #143 holding.
Cascade Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $875K in Q3 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.