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Intrepid Financial Planning Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Intrepid Financial Planning Group’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 		$4.65M Sell
7,541
-171
-2% -$108K 1.88% 14
2025
Q4 		$4.65M Buy
7,712
+75
+1% +$44.9K 1.77% 15
2025
Q3 		$4.55M Sell
7,637
-44
-0.6% -$25.8K 1.74% 15
2025
Q2 		$4.35M Sell
7,681
-4
-0.1% -$2.15K 1.83% 15
2025
Q1 		$4.1M Sell
7,685
-199
-3% -$113K 1.9% 14
2024
Q4 		$4.49M Sell
7,884
-96
-1% -$56.3K 1.9% 13
2024
Q3 		$4.55M Sell
7,980
-434
-5% -$239K 1.95% 12
2024
Q2 		$4.5M Buy
8,414
+4
+0% +$2.15K 1.93% 12
2024
Q1 		$4.68M Sell
8,410
-86
-1% -$44.5K 2.02% 10
2023
Q4 		$4.31M Sell
8,496
-378
-4% -$176K 2.06% 10
2023
Q3 		$4.05M Sell
8,874
-615
-6% -$295K 2.1% 11
2023
Q2 		$4.54M Sell
9,489
-107
-1% -$48.7K 2.18% 10
2023
Q1 		$4.4M Sell
9,596
-594
-6% -$277K 2.22% 10
2022
Q4 		$4.51M Sell
10,190
-543
-5% -$240K 2.45% 10
2022
Q3 		$4.31M Sell
10,733
-416
-4% -$184K 2.45% 9
2022
Q2 		$4.61M Buy
+11,149
New +$5.03M 2.53% 9

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

Intrepid Financial Planning Group's MDY Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q1 2026, selling an estimated $108K and leaving 7,541 shares worth $4.65M. The position accounts for 1.88% of the portfolio, ranked #14.

Intrepid Financial Planning Group first reported a position in MDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.68M in Q1 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Intrepid Financial Planning Group held 7,541 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.65M as of Q1 2026.
  • Intrepid Financial Planning Group sold 171 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $108K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.88% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #14 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.68M in Q1 2024.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.