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

Evernest Financial Advisors’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	$579K	Hold	871	–	–	0.12%	108
2025 Q4	$571K	Hold	871	–	–	0.12%	110
2025 Q3	$519K	Hold	871	–	–	0.15%	113
2025 Q2	$493K	Hold	871	–	–	0.16%	113
2025 Q1	$465K	Hold	871	–	–	0.17%	106
2024 Q4	$496K	Sell	871 -200	-19%	-$117K	0.13%	109
2024 Q3	$610K	Buy	+1,071	New	+$590K	0.16%	95

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

Evernest Financial Advisors's MDY Position: Q1 2026 in Review

Evernest Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 871 shares worth $579K. The position accounts for 0.12% of the portfolio, ranked #108.

Evernest Financial Advisors first reported a position in MDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $610K in Q3 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Evernest Financial Advisors held 871 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $579K as of Q1 2026.
Evernest Financial Advisors 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 0.12% of Evernest Financial Advisors's portfolio in Q1 2026, its #108 holding.
Evernest Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 7 quarters since.
Evernest Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $610K in Q3 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.