Henderson Brothers Financial Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Henderson Brothers Financial 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	$560K	Sell	796 -796	-50%	-$533K	0.27%	44
2026 Q1	$982K	Buy	+1,592	New	+$1.01M	0.25%	43
2025 Q1	$480K	Buy	+796	New	+$452K	0.24%	42

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

Henderson Brothers Financial Partners's MDY Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 50% in Q2 2026, selling an estimated $533K and leaving 796 shares worth $560K. The position accounts for 0.27% of the portfolio, ranked #44.

Henderson Brothers Financial Partners first reported a position in MDY in Q1 2025 and has held it in 3 quarters since. The position peaked at $982K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Henderson Brothers Financial Partners held 796 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $560K as of Q2 2026.
Henderson Brothers Financial Partners sold 796 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $533K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #44 holding.
Henderson Brothers Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $982K in Q1 2026.
1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.