Laird Norton Wetherby Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Laird Norton Wetherby Wealth Management’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
2020 Q1	–	Sell	-300	Closed	-$113K	–	729
2019 Q4	$113K	Buy	+300	New	+$108K	0.01%	688
2019 Q2	–	Sell	-300	Closed	-$104K	–	692
2019 Q1	$104K	Buy	+300	New	+$101K	0.01%	653

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Laird Norton Wetherby Wealth Management's MDY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q3 2025, buying an estimated $467K and bringing the position to 8,425 shares worth $5.02M. The position accounts for 0.21% of the portfolio, ranked #77.

Laird Norton Wetherby Wealth Management first reported a position in MDY in Q2 2013 and has held it in 49 quarters since. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Laird Norton Wetherby Wealth Management held 8,425 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.02M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 795 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $467K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.21% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #77 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 49 quarters since.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.