CWP
MDY icon

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

Curated Wealth Partners’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 		– Sell
-759
Closed -$458K – 248
2025
Q4 		$458K Buy
+759
New +$454K 0.05% 123

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curated Wealth Partners's MDY Position: Q1 2026 in Review

Curated Wealth Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 759 shares — an estimated $458K sold.

Curated Wealth Partners first reported a position in MDY in Q4 2025 and held it in 1 quarter. The position peaked at $458K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Curated Wealth Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 759 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $458K.
  • Curated Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and held it in 1 quarter.
  • Curated Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $458K in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.