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

Coordinated Financial Services’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	$545K	Hold	883	–	–	0.31%	94
2025 Q4	$533K	Buy	883 +77	+10%	+$46.1K	0.31%	94
2025 Q3	$480K	Buy	806 +171	+27%	+$100K	0.31%	96
2025 Q2	$359K	Buy	635 +90	+17%	+$48.3K	0.25%	108
2025 Q1	$291K	Sell	545 -15	-3%	-$8.52K	0.22%	112
2024 Q4	$319K	Buy	+560	New	+$328K	0.25%	104
2024 Q2	$315K	Hold	590	–	–	0.27%	94
2024 Q1	$328K	Buy	+590	New	+$306K	0.29%	84

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

Coordinated Financial Services's MDY Position: Q1 2026 in Review

Coordinated Financial Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 883 shares worth $545K. The position accounts for 0.31% of the portfolio, ranked #94.

Coordinated Financial Services first reported a position in MDY in Q1 2024 and has held it in 8 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Coordinated Financial Services held 883 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $545K as of Q1 2026.
Coordinated Financial Services 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 0.31% of Coordinated Financial Services's portfolio in Q1 2026, its #94 holding.
Coordinated Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 8 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.