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Compass Planning Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Compass Planning Associates’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
Q3 		$477K Buy
727
+2
+0.3% +$1.38K 0.25% 21
2026
Q2 		$510K Buy
+725
New +$485K 0.28% 20
2025
Q3 		– Sell
-1,045
Closed -$592K – 84
2025
Q2 		$592K Buy
1,045
+1
+0.1% +$537 0.54% 18
2025
Q1 		$557K Buy
1,044
+1
+0.1% +$568 0.56% 19
2024
Q4 		$594K Buy
+1,043
New +$611K 0.6% 17

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
PCA
Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Compass Planning Associates's MDY Position: Q3 2026 in Review

Compass Planning Associates increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.28% in Q3 2026, buying an estimated $1.38K and bringing the position to 727 shares worth $477K. The position accounts for 0.25% of the portfolio, ranked #21.

Compass Planning Associates first reported a position in MDY in Q4 2024 and has held it in 5 quarters since. The position peaked at $594K in Q4 2024. 310 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Compass Planning Associates held 727 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $477K as of Q3 2026.
  • Compass Planning Associates bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $1.38K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Compass Planning Associates's portfolio in Q3 2026, its #21 holding.
  • Compass Planning Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 5 quarters since.
  • Compass Planning Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $594K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.