Cherry Tree Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Cherry Tree Wealth Management’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	$27.1K	Hold	44	–	–	0.01%	323
2025 Q4	$26.5K	Hold	44	–	–	0.01%	324
2025 Q3	$26.2K	Hold	44	–	–	0.01%	309
2025 Q2	$24.9K	Hold	44	–	–	0.01%	313
2025 Q1	$23.5K	Hold	44	–	–	0.01%	323
2024 Q4	$25.1K	Hold	44	–	–	0.01%	309
2024 Q3	$25.1K	Hold	44	–	–	0.01%	313
2024 Q2	$23.5K	Sell	44 -1	-2%	-$538	0.01%	312
2024 Q1	$25K	Hold	45	–	–	0.01%	305
2023 Q4	$22.8K	Hold	45	–	–	0.01%	295
2023 Q3	$20.5K	Hold	45	–	–	0.01%	286
2023 Q2	$21.6K	Buy	+45	New	+$20.5K	0.01%	283

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

Cherry Tree Wealth Management's MDY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 44 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #323.

Cherry Tree Wealth Management first reported a position in MDY in Q2 2023 and has held it in 12 quarters since. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Cherry Tree Wealth Management held 44 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $27.1K as of Q1 2026.
Cherry Tree Wealth Management 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 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #323 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 12 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.