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Estate Planners Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Estate Planners Group’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
-13
Closed -$7.68K – 281
2025
Q4 		$7.68K Buy
+13
New +$7.78K ﹤0.01% 304

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
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

Estate Planners Group's MDY Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 13 shares — an estimated $7.68K sold.

Estate Planners Group first reported a position in MDY in Q4 2025 and held it in 1 quarter. The position peaked at $7.68K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $7.68K.
  • Estate Planners Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.68K in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.