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 Q2	$5.25M	Sell	7,464 -77	-1%	-$51.6K	1.78%	15
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 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

Intrepid Financial Planning Group's MDY Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, selling an estimated $51.6K and leaving 7,464 shares worth $5.25M. The position accounts for 1.78% of the portfolio, ranked #15.

Intrepid Financial Planning Group first reported a position in MDY in Q2 2022 and has held it in 17 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Intrepid Financial Planning Group held 7,464 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.25M as of Q2 2026.
Intrepid Financial Planning Group sold 77 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $51.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.78% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #15 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 17 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.