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

Holistic 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
Q1 		$778K Buy
1,261
+3
+0.2% +$1.9K 0.29% 46
2025
Q4 		$759K Sell
1,258
-30
-2% -$17.9K 0.28% 46
2025
Q3 		$768K Sell
1,288
-16
-1% -$9.39K 0.31% 42
2025
Q2 		$739K Sell
1,304
-66
-5% -$35.4K 0.32% 41
2025
Q1 		$731K Buy
1,370
+3
+0.2% +$1.7K 0.35% 40
2024
Q4 		$778K Sell
1,367
-1
-0.1% -$586 0.39% 37
2024
Q3 		$779K Sell
1,368
-33
-2% -$18.2K 0.37% 36
2024
Q2 		$750K Buy
1,401
+2
+0.1% +$1.07K 0.38% 35
2024
Q1 		$778K Buy
1,399
+4
+0.3% +$2.07K 0.4% 33
2023
Q4 		$708K Buy
1,395
+4
+0.3% +$1.86K 0.43% 36
2023
Q3 		$635K Sell
1,391
-208
-13% -$99.7K 0.42% 33
2023
Q2 		$766K Buy
1,599
+3
+0.2% +$1.37K 0.53% 28
2023
Q1 		$732K Sell
1,596
-87
-5% -$40.6K 0.57% 29
2022
Q4 		$745K Buy
1,683
+6
+0.4% +$2.65K 0.67% 22
2022
Q3 		$674K Buy
1,677
+4
+0.2% +$1.77K 0.67% 22
2022
Q2 		$692K Buy
1,673
+4
+0.2% +$1.81K 0.65% 22
2022
Q1 		$819K Hold
1,669
– – 0.52% 30
2021
Q4 		$864K Hold
1,669
– – 0.5% 29
2021
Q3 		$803K Hold
1,669
– – 0.5% 31
2021
Q2 		$819K Buy
1,669
+120
+8% +$59.2K 0.49% 31
2021
Q1 		$737K Hold
1,549
– – 0.49% 32
2020
Q4 		$650K Hold
1,549
– – 0.45% 30
2020
Q3 		$526K Sell
1,549
-14
-0.9% -$4.78K 0.42% 34
2020
Q2 		$507K Hold
1,563
– – 0.44% 29
2020
Q1 		$411K Sell
1,563
-14
-0.9% -$4.75K 0.43% 33
2019
Q4 		$592K Sell
1,577
-229
-13% -$82.8K 0.35% 37
2019
Q3 		$636K Sell
1,806
-126
-7% -$44.1K 0.56% 23
2019
Q2 		$685K Sell
1,932
-6
-0.3% -$2.1K 0.68% 20
2019
Q1 		$669K Sell
1,938
-191
-9% -$64.2K 0.28% 44
2018
Q4 		$644K Sell
2,129
-5
-0.2% -$1.66K 0.67% 22
2018
Q3 		$784K Buy
+2,134
New +$782K 0.73% 17
2018
Q2 		– Sell
-2,209
Closed -$755K – 233
2018
Q1 		$755K Sell
2,209
-272
-11% -$94.7K 0.63% 19
2017
Q4 		$857K Buy
+2,481
New +$836K 0.7% 20

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holistic Financial Partners's MDY Position: Q1 2026 in Review

Holistic Financial Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.24% in Q1 2026, buying an estimated $1.9K and bringing the position to 1,261 shares worth $778K. The position accounts for 0.29% of the portfolio, ranked #46.

Holistic Financial Partners first reported a position in MDY in Q4 2017 and has held it in 33 quarters since. The position peaked at $864K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Holistic Financial Partners held 1,261 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $778K as of Q1 2026.
  • Holistic Financial Partners bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Holistic Financial Partners's portfolio in Q1 2026, its #46 holding.
  • Holistic Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 33 quarters since.
  • Holistic Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $864K in Q4 2021.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.