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

Focus Partners Wealth’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	$66.5M	Sell	107,744 -13,521	-11%	-$8.57M	0.07%	239
2025 Q4	$73.2M	Buy	121,265 +32,881	+37%	+$19.7M	0.08%	213
2025 Q3	$52.7M	Buy	88,384 +7,570	+9%	+$4.44M	0.09%	208
2025 Q2	$45.8M	Sell	80,814 -2,344	-3%	-$1.26M	0.1%	194
2025 Q1	$44.4M	Sell	83,158 -6,731	-7%	-$3.82M	0.11%	180
2024 Q4	$51.2M	Buy	89,889 +47,698	+113%	+$28M	0.13%	159
2024 Q3	$24M	Buy	42,191 +31,655	+300%	+$17.4M	0.08%	257
2024 Q2	$5.64M	Buy	10,536 +3,085	+41%	+$1.66M	0.02%	478
2024 Q1	$4.15M	Sell	7,451 -3,835	-34%	-$1.99M	0.03%	358
2023 Q4	$5.73M	Buy	+11,286	New	+$5.24M	0.08%	214

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

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

Focus Partners Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q1 2026, selling an estimated $8.57M and leaving 107,744 shares worth $66.5M. The position accounts for 0.07% of the portfolio, ranked #239.

Focus Partners Wealth first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $73.2M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Focus Partners Wealth held 107,744 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $66.5M as of Q1 2026.
Focus Partners Wealth sold 13,521 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $8.57M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #239 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $73.2M 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.