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

Comprehensive Financial Planning’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	$159K	Buy	226 +13	+6%	+$8.71K	0.08%	125
2026 Q1	$132K	Buy	213 +3	+1%	+$1.9K	0.09%	109
2025 Q4	$127K	Hold	210	–	–	0.08%	115
2025 Q3	$125K	Hold	210	–	–	0.09%	119
2025 Q2	$119K	Sell	210 -3	-1%	-$1.61K	0.09%	117
2025 Q1	$114K	Hold	213	–	–	0.11%	95
2024 Q4	$121K	Buy	+213	New	+$125K	0.1%	115

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

Comprehensive Financial Planning's MDY Position: Q2 2026 in Review

Comprehensive Financial Planning increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.1% in Q2 2026, buying an estimated $8.71K and bringing the position to 226 shares worth $159K. The position accounts for 0.08% of the portfolio, ranked #125.

Comprehensive Financial Planning first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Comprehensive Financial Planning held 226 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $159K as of Q2 2026.
Comprehensive Financial Planning bought 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Comprehensive Financial Planning's portfolio in Q2 2026, its #125 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.