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

Creative 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
2023 Q2	–	Sell	-100	Closed	-$14.2K	–	2751
2023 Q1	$14.2K	Hold	100	–	–	﹤0.01%	2438
2022 Q4	$13.3K	Buy	+100	New	+$44.2K	﹤0.01%	2338
2018 Q3	–	Sell	-1,000	Closed	-$1K	–	2132
2018 Q2	$1K	Buy	+1,000	New	+$352K	﹤0.01%	2026

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

Creative Planning's MDY Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q1 2026, selling an estimated $17.7M and leaving 248,681 shares worth $153M. The position accounts for 0.1% of the portfolio, ranked #91.

Creative Planning first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $194M in Q1 2023. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Creative Planning held 248,681 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $153M as of Q1 2026.
Creative Planning sold 27,883 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $17.7M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Creative Planning's portfolio in Q1 2026, its #91 holding.
Creative Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Creative Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $194M in Q1 2023.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.