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

Everhart Financial 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
-388
Closed -$234K – 478
2025
Q4 		$234K Sell
388
-2
-0.5% -$1.2K 0.02% 378
2025
Q3 		$233K Buy
+390
New +$229K 0.02% 354

Other funds holding MDY

Bank of America
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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

Everhart Financial Group's MDY Position: Q1 2026 in Review

Everhart Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 388 shares — an estimated $234K sold.

Everhart Financial Group first reported a position in MDY in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Everhart Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 388 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $234K.
  • Everhart Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and held it in 2 quarters.
  • Everhart Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $234K in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.