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 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

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

Compass Planning Associates's MDY Position: Q2 2026 in Review

Compass Planning Associates opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 725 shares worth $510K. The stake represents 0.28% of the portfolio and ranks #20 among its holdings. This is a return to the name: Compass Planning Associates previously reported a position in MDY as recently as Q2 2025.

Compass Planning Associates first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. The position peaked at $594K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Compass Planning Associates held 725 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $510K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Compass Planning Associates position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Compass Planning Associates's portfolio in Q2 2026, its #20 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 4 quarters since.
Compass Planning Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $594K in Q4 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.