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

Fiduciary Wealth Partners’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	$778K	Sell	1,261 -413	-25%	-$262K	0.51%	23
2025 Q4	$1.01M	Hold	1,674	–	–	0.41%	23
2025 Q3	$998K	Buy	+1,674	New	+$983K	0.42%	22
2025 Q2	–	Sell	-413	Closed	-$222K	–	76
2025 Q1	$220K	Buy	+413	New	+$234K	0.19%	36

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

Fiduciary Wealth Partners's MDY Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 25% in Q1 2026, selling an estimated $262K and leaving 1,261 shares worth $778K. The position accounts for 0.51% of the portfolio, ranked #23.

Fiduciary Wealth Partners first reported a position in MDY in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Fiduciary Wealth Partners held 1,261 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $778K as of Q1 2026.
Fiduciary Wealth Partners sold 413 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $262K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.51% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #23 holding.
Fiduciary Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 4 quarters since.
Fiduciary Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.01M 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 Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.