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

Hemington Wealth Management’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
2025
Q3 		$1K Hold
2
– – ﹤0.01% 1459
2025
Q2 		$1K Hold
2
– – ﹤0.01% 1432
2025
Q1 		$1K Hold
2
– – ﹤0.01% 1424
2024
Q4 		$1K Hold
2
– – ﹤0.01% 1430
2024
Q3 		$1K Buy
+2
New +$1.1K ﹤0.01% 1356

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hemington Wealth Management's MDY Position: Q3 2025 in Review

Hemington Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Hemington Wealth Management first reported a position in MDY in Q3 2024 and has held it in 5 quarters since. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

  • Hemington Wealth Management held 2 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1K as of Q3 2025.
  • Hemington Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1459 holding.
  • Hemington Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 5 quarters since.
  • 1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.