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

Evermay Wealth Management’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	$155K	Hold	250	–	–	0.02%	219
2025 Q4	$151K	Hold	250	–	–	0.02%	223
2025 Q3	$149K	Hold	250	–	–	0.02%	226
2025 Q2	$142K	Hold	250	–	–	0.02%	231
2025 Q1	$134K	Hold	250	–	–	0.02%	229
2024 Q4	$143K	Hold	250	–	–	0.02%	221
2024 Q3	$143K	Hold	250	–	–	0.02%	231
2024 Q2	$134K	Hold	250	–	–	0.02%	234
2024 Q1	$139K	Hold	250	–	–	0.02%	234
2023 Q4	$127K	Hold	250	–	–	0.02%	220
2023 Q3	$115K	Hold	250	–	–	0.02%	221
2023 Q2	$120K	Hold	250	–	–	0.02%	224
2023 Q1	$115K	Hold	250	–	–	0.02%	222
2022 Q4	$111K	Hold	250	–	–	0.02%	214
2022 Q3	$101K	Hold	250	–	–	0.02%	211
2022 Q2	$104K	Hold	250	–	–	0.02%	215
2022 Q1	$123K	Hold	250	–	–	0.02%	236
2021 Q4	$129K	Hold	250	–	–	0.02%	203
2021 Q3	$120K	Hold	250	–	–	0.02%	203
2021 Q2	$123K	Buy	+250	New	+$123K	0.02%	208
2019 Q4	–	Sell	-1,274	Closed	-$449K	–	167
2019 Q3	$449K	Hold	1,274	–	–	0.12%	85
2019 Q2	$452K	Hold	1,274	–	–	0.13%	83
2019 Q1	$440K	Hold	1,274	–	–	0.12%	83
2018 Q4	$386K	Hold	1,274	–	–	0.13%	82
2018 Q3	$468K	Hold	1,274	–	–	0.15%	76
2018 Q2	$452K	Hold	1,274	–	–	0.15%	80
2018 Q1	$435K	Hold	1,274	–	–	0.15%	78
2017 Q4	$440K	Hold	1,274	–	–	0.16%	72
2017 Q3	$416K	Hold	1,274	–	–	0.18%	52
2017 Q2	$405K	Hold	1,274	–	–	0.18%	46
2017 Q1	$398K	Sell	1,274 -5	-0.4%	-$1.55K	0.18%	48
2016 Q4	$386K	Hold	1,279	–	–	0.19%	42
2016 Q3	$361K	Hold	1,279	–	–	0.18%	43
2016 Q2	$348K	Hold	1,279	–	–	0.18%	47
2016 Q1	$336K	Hold	1,279	–	–	0.19%	47
2015 Q4	$325K	Hold	1,279	–	–	0.19%	46
2015 Q3	$318K	Hold	1,279	–	–	0.19%	57
2015 Q2	$349K	Hold	1,279	–	–	0.21%	51
2015 Q1	$355K	Hold	1,279	–	–	0.21%	50
2014 Q4	$338K	Hold	1,279	–	–	0.22%	60
2014 Q3	$319K	Hold	1,279	–	–	0.27%	58
2014 Q2	$333K	Hold	1,279	–	–	0.29%	56
2014 Q1	$320K	Buy	+1,279	New	+$314K	0.34%	46

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evermay Wealth Management's MDY Position: Q1 2026 in Review

Evermay Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 250 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #219.

Evermay Wealth Management first reported a position in MDY in Q1 2014 and has held it in 43 quarters since. The position peaked at $468K in Q3 2018. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Evermay Wealth Management held 250 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $155K as of Q1 2026.
Evermay Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #219 holding.
Evermay Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and has held it in 43 quarters since.
Evermay Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $468K in Q3 2018.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.