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

Key Financial Inc’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	$183K	Hold	296	–	–	0.03%	301
2025 Q4	$179K	Hold	296	–	–	0.03%	305
2025 Q3	$177K	Hold	296	–	–	0.03%	308
2025 Q2	$168K	Hold	296	–	–	0.03%	304
2025 Q1	$158K	Sell	296 -10	-3%	-$5.68K	0.03%	295
2024 Q4	$174K	Buy	306 +296	+2,960%	+$174K	0.04%	269
2024 Q3	$5.7K	Hold	10	–	–	﹤0.01%	946
2024 Q2	$5.35K	Hold	10	–	–	﹤0.01%	937
2024 Q1	$5.56K	Hold	10	–	–	﹤0.01%	912
2023 Q4	$5.07K	Hold	10	–	–	﹤0.01%	929
2023 Q3	$4.57K	Hold	10	–	–	﹤0.01%	941
2023 Q2	$4.79K	Hold	10	–	–	﹤0.01%	952
2023 Q1	$4.58K	Buy	+10	New	+$4.66K	﹤0.01%	827

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's MDY Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 296 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #301.

Key Financial Inc first reported a position in MDY in Q1 2023 and has held it in 13 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Key Financial Inc held 296 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $183K as of Q1 2026.
Key Financial Inc 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 0.03% of Key Financial Inc's portfolio in Q1 2026, its #301 holding.
Key Financial Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 13 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 Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.