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

Financial Life Planners’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 Q2	$2.64M	Sell	3,755 -53	-1%	-$35.5K	1.7%	10
2026 Q1	$2.35M	Sell	3,808 -73	-2%	-$46.3K	1.8%	11
2025 Q4	$2.34M	Sell	3,881 -33	-0.8%	-$19.7K	1.68%	13
2025 Q3	$2.33M	Sell	3,914 -124	-3%	-$72.8K	1.57%	13
2025 Q2	$2.29M	Sell	4,038 -962	-19%	-$516K	1.86%	12
2025 Q1	$2.67M	Sell	5,000 -337	-6%	-$191K	2.6%	7
2024 Q4	$3.04M	Buy	+5,337	New	+$3.13M	2.55%	8

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Financial Life Planners's MDY Position: Q2 2026 in Review

Financial Life Planners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q2 2026, selling an estimated $35.5K and leaving 3,755 shares worth $2.64M. The position accounts for 1.7% of the portfolio, ranked #10.

Financial Life Planners first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q4 2024. 740 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Financial Life Planners held 3,755 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.64M as of Q2 2026.
Financial Life Planners sold 53 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $35.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.7% of Financial Life Planners's portfolio in Q2 2026, its #10 holding.
Financial Life Planners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.04M in Q4 2024.
740 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.