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

Kapstone Financial Advisors’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 		$217K Hold
352
– – 0.11% 130
2025
Q4 		$212K Hold
352
– – 0.11% 115
2025
Q3 		$210K Buy
+352
New +$207K 0.1% 109

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

Kapstone Financial Advisors's MDY Position: Q1 2026 in Review

Kapstone Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 352 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #130.

Kapstone Financial Advisors first reported a position in MDY in Q3 2025 and has held it in 3 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Kapstone Financial Advisors held 352 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $217K as of Q1 2026.
  • Kapstone Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Kapstone Financial Advisors's portfolio in Q1 2026, its #130 holding.
  • Kapstone Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.