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

Larson Financial 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
2025
Q2 		– Sell
-99
Closed -$3.35K – 3413
2025
Q1 		$3.35K Buy
99
+5
+5% +$2.84K ﹤0.01% 2000
2024
Q4 		$3.49K Buy
94
+5
+6% +$2.93K ﹤0.01% 1748
2024
Q3 		$3.33K Sell
89
-82
-48% -$45.2K ﹤0.01% 1752
2024
Q2 		$5.8K Buy
171
+10
+6% +$5.38K ﹤0.01% 1413
2024
Q1 		$5.73K Buy
161
+10
+7% +$5.18K ﹤0.01% 1163
2023
Q4 		$5.11K Buy
151
+11
+8% +$5.11K ﹤0.01% 1178
2023
Q3 		$4.16K Buy
140
+11
+9% +$5.27K ﹤0.01% 1222
2023
Q2 		$4.04K Buy
129
+14
+12% +$6.37K ﹤0.01% 1143
2023
Q1 		$3.42K Buy
115
+11
+11% +$5.13K ﹤0.01% 1155
2022
Q4 		$3.01K Buy
104
+12
+13% +$5.31K ﹤0.01% 1132
2022
Q3 		$3K Buy
92
+13
+16% +$5.74K ﹤0.01% 1061
2022
Q2 		$2K Buy
79
+11
+16% +$4.97K ﹤0.01% 1043
2022
Q1 		$2K Buy
68
+10
+17% +$4.87K ﹤0.01% 924
2021
Q4 		$2K Buy
58
+10
+21% +$5.09K ﹤0.01% 960
2021
Q3 		$2K Buy
48
+9
+23% +$4.42K ﹤0.01% 787
2021
Q2 		$1K Buy
39
+9
+30% +$4.44K ﹤0.01% 779
2021
Q1 		$1K Buy
30
+9
+43% +$4.1K ﹤0.01% 779
2020
Q4 		$1K Buy
+21
New +$8.09K ﹤0.01% 704

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

Larson Financial Group's MDY Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 56% in Q1 2026, selling an estimated $520K and leaving 650 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #544.

Larson Financial Group first reported a position in MDY in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Larson Financial Group held 650 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $401K as of Q1 2026.
  • Larson Financial Group sold 821 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $520K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #544 holding.
  • Larson Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 19 quarters since.
  • Larson Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.04M in Q1 2024.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.