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

Cordatus 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	$247K	Hold	400	–	–	0.06%	155
2025 Q4	$241K	Hold	400	–	–	0.06%	152
2025 Q3	$238K	Hold	400	–	–	0.06%	149
2025 Q2	$227K	Hold	400	–	–	0.06%	159
2025 Q1	$213K	Hold	400	–	–	0.06%	145
2024 Q4	$228K	Hold	400	–	–	0.06%	139
2024 Q3	$228K	Hold	400	–	–	0.08%	118
2024 Q2	$214K	Hold	400	–	–	0.08%	120
2024 Q1	$223K	Sell	400 -1,215	-75%	-$629K	0.16%	57
2023 Q4	$819K	Buy	+1,615	New	+$750K	0.68%	29
2022 Q2	–	Sell	-433	Closed	-$212K	–	155
2022 Q1	$212K	Buy	433 +23	+6%	+$11.2K	0.07%	149
2021 Q4	$212K	Buy	+410	New	+$209K	0.06%	156

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

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

Cordatus Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 400 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #155.

Cordatus Wealth Management first reported a position in MDY in Q4 2021 and has held it in 12 quarters since. The position peaked at $819K in Q4 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Cordatus Wealth Management held 400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $247K as of Q1 2026.
Cordatus 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 0.06% of Cordatus Wealth Management's portfolio in Q1 2026, its #155 holding.
Cordatus Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 12 quarters since.
Cordatus Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $819K in Q4 2023.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.