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

Catalyst 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 Q1	$431K	Hold	699	–	–	0.05%	230
2025 Q4	$422K	Hold	699	–	–	0.05%	204
2025 Q3	$417K	Sell	699 -17	-2%	-$9.98K	0.05%	192
2025 Q2	$406K	Sell	716 -75	-9%	-$40.3K	0.04%	193
2025 Q1	$422K	Buy	791 +75	+10%	+$42.6K	0.08%	174
2024 Q4	$408K	Hold	716	–	–	0.08%	163
2024 Q3	$408K	Buy	716 +292	+69%	+$161K	0.08%	156
2024 Q2	$227K	Hold	424	–	–	0.05%	223
2024 Q1	$219K	Hold	424	–	–	0.06%	212
2023 Q4	$215K	Buy	+424	New	+$197K	0.06%	205

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Catalyst Financial Partners's MDY Position: Q1 2026 in Review

Catalyst Financial Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 699 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #230.

Catalyst Financial Partners first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Catalyst Financial Partners held 699 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $431K as of Q1 2026.
Catalyst Financial 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 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #230 holding.
Catalyst Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 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 Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.