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

Divergent 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
2025 Q4	$46.6M	Buy	76,242 +1,958	+3%	+$1.17M	11.9%	3
2025 Q3	$44.6M	Buy	74,284 +4,041	+6%	+$2.37M	11.86%	3
2025 Q2	$40.3M	Buy	70,243 +3,741	+6%	+$2.01M	11.91%	3
2025 Q1	$36.2M	Buy	66,502 +1,574	+2%	+$893K	12.02%	2
2024 Q4	$36.7M	Buy	64,928 +1,098	+2%	+$644K	12.56%	2
2024 Q3	$36.3M	Buy	63,830 +1,904	+3%	+$1.05M	13.54%	2
2024 Q2	$33M	Buy	61,926 +1,868	+3%	+$1M	13.15%	2
2024 Q1	$33.2M	Buy	60,058 +2,601	+5%	+$1.35M	14.02%	2
2023 Q4	$29.1M	Buy	57,457 +1,778	+3%	+$826K	14.03%	2
2023 Q3	$25.2M	Buy	55,679 +2,080	+4%	+$997K	13.55%	3
2023 Q2	$25.7M	Buy	53,599 +997	+2%	+$454K	13.44%	2
2023 Q1	$24.1M	Buy	+52,602	New	+$24.5M	13.57%	3

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Divergent Planning's MDY Position: Q4 2025 in Review

Divergent Planning increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.6% in Q4 2025, buying an estimated $1.17M and bringing the position to 76,242 shares worth $46.6M. The position accounts for 11.9% of the portfolio, ranked #3.

Divergent Planning first reported a position in MDY in Q1 2023 and has held it in 12 quarters since. 1,432 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Divergent Planning held 76,242 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $46.6M as of Q4 2025.
Divergent Planning bought 1,958 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $1.17M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 11.9% of Divergent Planning's portfolio in Q4 2025, its #3 holding.
Divergent Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 12 quarters since.
1,432 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.