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

Daymark 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 		$5.27M Sell
8,540
-1,676
-16% -$1.06M 0.17% 112
2025
Q4 		$6.16M Sell
10,216
-84
-0.8% -$50.3K 0.2% 96
2025
Q3 		$6.14M Buy
10,300
+33
+0.3% +$19.4K 0.21% 96
2025
Q2 		$5.82M Buy
10,267
+257
+3% +$138K 0.22% 92
2025
Q1 		$5.34M Sell
10,010
-158
-2% -$89.7K 0.23% 93
2024
Q4 		$5.79M Buy
10,168
+290
+3% +$170K 0.24% 85
2024
Q3 		$5.63M Buy
9,878
+263
+3% +$145K 0.24% 90
2024
Q2 		$5.14M Buy
9,615
+7,975
+486% +$4.29M 0.24% 91
2024
Q1 		$912K Hold
1,640
– – 0.05% 210
2023
Q4 		$832K Buy
1,640
+80
+5% +$37.1K 0.05% 202
2023
Q3 		$712K Hold
1,560
– – 0.05% 202
2023
Q2 		$747K Buy
+1,560
New +$710K 0.06% 190

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

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

Daymark Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q1 2026, selling an estimated $1.06M and leaving 8,540 shares worth $5.27M. The position accounts for 0.17% of the portfolio, ranked #112.

Daymark Wealth Partners first reported a position in MDY in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.16M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Daymark Wealth Partners held 8,540 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.27M as of Q1 2026.
  • Daymark Wealth Partners sold 1,676 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.06M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Daymark Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Daymark Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.16M in Q4 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 Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.