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

Financial Council’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 		$361K Hold
585
– – 0.14% 65
2025
Q4 		$353K Hold
585
– – 0.14% 63
2025
Q3 		$349K Hold
585
– – 0.15% 61
2025
Q2 		$331K Hold
585
– – 0.16% 60
2025
Q1 		$312K Buy
585
+46
+9% +$26.1K 0.17% 61
2024
Q4 		$307K Buy
539
+66
+14% +$38.7K 0.16% 65
2024
Q3 		$269K Buy
+473
New +$261K 0.14% 72

Other funds holding MDY

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

Financial Council's MDY Position: Q1 2026 in Review

Financial Council held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 585 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #65.

Financial Council first reported a position in MDY in Q3 2024 and has held it in 7 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Financial Council held 585 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $361K as of Q1 2026.
  • Financial Council 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 0.14% of Financial Council's portfolio in Q1 2026, its #65 holding.
  • Financial Council 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.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.