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Evergreen Wealth Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$1.23M Buy
1,719
+821
+91% +$550K 0.06% 180
2026
Q1 		$554K Buy
898
+132
+17% +$83.6K 0.04% 232
2025
Q4 		$462K Buy
+766
New +$458K 0.06% 127

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

Evergreen Wealth Solutions's MDY Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 91% in Q2 2026, buying an estimated $550K and bringing the position to 1,719 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #180.

Evergreen Wealth Solutions first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,536 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Evergreen Wealth Solutions held 1,719 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.23M as of Q2 2026.
  • Evergreen Wealth Solutions bought 821 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $550K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #180 holding.
  • Evergreen Wealth Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,536 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.