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

Founders Grove 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 Q2	$495K	Hold	704	–	–	0.1%	110
2026 Q1	$434K	Hold	704	–	–	0.1%	108
2025 Q4	$425K	Hold	704	–	–	0.1%	108
2025 Q3	$420K	Sell	704 -75	-10%	-$44K	0.1%	105
2025 Q2	$441K	Buy	779 +1	+0.1%	+$537	0.11%	97
2025 Q1	$415K	Hold	778	–	–	0.12%	92
2024 Q4	$443K	Buy	+778	New	+$456K	0.13%	90

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Grove Wealth Partners's MDY Position: Q2 2026 in Review

Founders Grove Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 704 shares worth $495K. The position accounts for 0.1% of the portfolio, ranked #110.

Founders Grove Wealth Partners first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Founders Grove Wealth Partners held 704 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $495K as of Q2 2026.
Founders Grove Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #110 holding.
Founders Grove Wealth Partners 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.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.