EK
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Evensky & Katz’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Evensky & Katz’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 		$4.46M Sell
7,239
-269
-4% -$170K 0.25% 31
2025
Q4 		$4.53M Buy
7,508
+43
+0.6% +$25.7K 0.26% 30
2025
Q3 		$4.45M Buy
7,465
+16
+0.2% +$9.39K 0.26% 29
2025
Q2 		$4.22M Sell
7,449
-130
-2% -$69.8K 0.26% 31
2025
Q1 		$4.04M Sell
7,579
-104
-1% -$59K 0.27% 31
2024
Q4 		$4.38M Sell
7,683
-71
-0.9% -$41.6K 0.29% 31
2024
Q3 		$4.42M Sell
7,754
-52
-0.7% -$28.6K 0.29% 29
2024
Q2 		$4.18M Sell
7,806
-192
-2% -$103K 0.29% 29
2024
Q1 		$4.45M Sell
7,998
-84
-1% -$43.5K 0.31% 29
2023
Q4 		$4.1M Buy
8,082
+21
+0.3% +$9.75K 0.31% 29
2023
Q3 		$3.68M Sell
8,061
-404
-5% -$194K 0.31% 27
2023
Q2 		$4.05M Sell
8,465
-353
-4% -$161K 0.31% 29
2023
Q1 		$4.04M Buy
8,818
+378
+4% +$176K 0.33% 30
2022
Q4 		$3.74M Sell
8,440
-254
-3% -$112K 0.34% 30
2022
Q3 		$3.49M Buy
8,694
+22
+0.3% +$9.72K 0.41% 28
2022
Q2 		$3.59M Sell
8,672
-6
-0.1% -$2.71K 0.41% 28
2022
Q1 		$4.26M Buy
8,678
+12
+0.1% +$5.84K 0.42% 26
2021
Q4 		$4.49M Buy
8,666
+16
+0.2% +$8.14K 0.43% 27
2021
Q3 		$4.16M Sell
8,650
-118
-1% -$58K 0.43% 26
2021
Q2 		$4.3M Buy
8,768
+9
+0.1% +$4.44K 0.44% 26
2021
Q1 		$4.17M Sell
8,759
-359
-4% -$164K 0.46% 26
2020
Q4 		$3.83M Sell
9,118
-52
-0.6% -$20K 0.47% 24
2020
Q3 		$3.11M Sell
9,170
-798
-8% -$272K 0.42% 27
2020
Q2 		$3.23M Sell
9,968
-106
-1% -$32.1K 0.47% 26
2020
Q1 		$2.65M Sell
10,074
-52
-0.5% -$17.6K 0.42% 29
2019
Q4 		$3.8M Sell
10,126
-917
-8% -$331K 0.53% 26
2019
Q3 		$3.89M Hold
11,043
– – 0.53% 26
2019
Q2 		$3.92M Sell
11,043
-49
-0.4% -$17.1K 0.54% 24
2019
Q1 		$3.83M Buy
+11,092
New +$3.73M 0.54% 25

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

Evensky & Katz's MDY Position: Q1 2026 in Review

Evensky & Katz reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.6% in Q1 2026, selling an estimated $170K and leaving 7,239 shares worth $4.46M. The position accounts for 0.25% of the portfolio, ranked #31.

Evensky & Katz first reported a position in MDY in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.53M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Evensky & Katz held 7,239 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.46M as of Q1 2026.
  • Evensky & Katz sold 269 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $170K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Evensky & Katz's portfolio in Q1 2026, its #31 holding.
  • Evensky & Katz first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 29 quarters since.
  • Evensky & Katz's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.53M 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 Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.