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

ClientFirst 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	$2.31M	Hold	3,741	–	–	1.95%	9
2025 Q4	$2.26M	Hold	3,741	–	–	1.81%	9
2025 Q3	$2.23M	Hold	3,741	–	–	1.78%	9
2025 Q2	$2.12M	Hold	3,741	–	–	2.17%	9
2025 Q1	$2M	Hold	3,741	–	–	2.26%	8
2024 Q4	$2.13M	Buy	+3,741	New	+$2.19M	2.16%	8
2023 Q3	$1.7M	Hold	3,789	–	–	2.07%	7
2023 Q2	$1.85M	Hold	3,789	–	–	2.2%	7
2023 Q1	$1.72M	Hold	3,789	–	–	2.29%	7
2022 Q4	$1.68M	Hold	3,789	–	–	2.13%	7
2022 Q3	$1.74M	Hold	3,789	–	–	2.16%	7
2022 Q2	$1.57M	Hold	3,789	–	–	2.38%	7
2022 Q1	$1.86M	Hold	3,789	–	–	1.71%	7
2021 Q4	$1.88M	Buy	+3,789	New	+$1.93M	1.68%	7

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

ClientFirst Wealth Management's MDY Position: Q1 2026 in Review

ClientFirst Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 3,741 shares worth $2.31M. The position accounts for 1.95% of the portfolio, ranked #9.

ClientFirst Wealth Management first reported a position in MDY in Q4 2021 and has held it in 14 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

ClientFirst Wealth Management held 3,741 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.31M as of Q1 2026.
ClientFirst 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 1.95% of ClientFirst Wealth Management's portfolio in Q1 2026, its #9 holding.
ClientFirst Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 14 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.