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

Essential 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
Q1 		– Sell
-15,261
Closed -$8.93M – 215
2024
Q4 		$8.93M Buy
+15,261
New +$8.95M 0.06% 86

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Essential Planning's MDY Position: Q1 2025 in Review

Essential Planning sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 15,261 shares — an estimated $8.93M sold.

Essential Planning first reported a position in MDY in Q4 2024 and held it in 1 quarter. The position peaked at $8.93M in Q4 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Essential Planning reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 15,261 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $8.93M.
  • Essential Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.93M in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.