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 $1.55T 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

Creative Planning's MDY Position: Q2 2026 in Review

Creative Planning reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5% in Q2 2026, selling an estimated $8.37M and leaving 236,181 shares worth $166M. The position accounts for 0.1% of the portfolio, ranked #94.

Creative Planning first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $194M in Q1 2023. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Creative Planning held 236,181 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $166M as of Q2 2026.
Creative Planning sold 12,500 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.37M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Creative Planning's portfolio in Q2 2026, its #94 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 53 quarters since.
Creative Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $194M in Q1 2023.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.