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

Claris Financial’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	$115K	Buy	+186	New	+$118K	0.06%	175

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

Claris Financial's MDY Position: Q1 2026 in Review

Claris Financial opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 186 shares worth $115K. The stake represents 0.06% of the portfolio and ranks #175 among its holdings.

1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Claris Financial held 186 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $115K as of Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Claris Financial position in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Claris Financial's portfolio in Q1 2026, its #175 holding.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.