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 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 $1.37T 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

Founders Grove Wealth Partners's MDY Position: Q1 2026 in Review

Founders Grove Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 704 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #108.

Founders Grove Wealth Partners first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $443K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Founders Grove Wealth Partners held 704 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $434K as of Q1 2026.
Founders Grove Wealth Partners 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 0.1% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #108 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 6 quarters since.
Founders Grove Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $443K in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.