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

Cyndeo 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	$9.91M	Sell	16,073 -200	-1%	-$127K	0.52%	61
2025 Q4	$9.82M	Sell	16,273 -500	-3%	-$299K	0.53%	51
2025 Q3	$10M	Sell	16,773 -1	-0%	-$587	0.56%	46
2025 Q2	$9.5M	Buy	16,774 +5,072	+43%	+$2.72M	0.56%	46
2025 Q1	$6.24M	Buy	11,702 +6,875	+142%	+$3.9M	0.41%	79
2024 Q4	$2.75M	Buy	4,827 +1,605	+50%	+$941K	0.19%	138
2024 Q3	$1.84M	Buy	3,222 +75	+2%	+$41.3K	0.13%	172
2024 Q2	$1.68M	Sell	3,147 -15	-0.5%	-$8.07K	0.13%	172
2024 Q1	$1.76M	Sell	3,162 -25	-0.8%	-$12.9K	0.15%	161
2023 Q4	$1.62M	Hold	3,187	–	–	0.15%	159
2023 Q3	$1.46M	Sell	3,187 -446	-12%	-$214K	0.15%	150
2023 Q2	$1.74M	Sell	3,633 -75	-2%	-$34.1K	0.18%	136
2023 Q1	$1.7M	Buy	3,708 +637	+21%	+$297K	0.18%	140
2022 Q4	$1.36M	Buy	+3,071	New	+$1.36M	0.16%	147

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

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

Cyndeo Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q1 2026, selling an estimated $127K and leaving 16,073 shares worth $9.91M. The position accounts for 0.52% of the portfolio, ranked #61.

Cyndeo Wealth Partners first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $10M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Cyndeo Wealth Partners held 16,073 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.91M as of Q1 2026.
Cyndeo Wealth Partners sold 200 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $127K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.52% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #61 holding.
Cyndeo Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10M in Q3 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

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