Litman Gregory Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Litman Gregory 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
2025 Q4	$514K	Hold	852	–	–	0.04%	98
2025 Q3	$508K	Hold	852	–	–	0.04%	97
2025 Q2	$483K	Hold	852	–	–	0.04%	94
2025 Q1	$455K	Hold	852	–	–	0.04%	96
2024 Q4	$485K	Sell	852 -5	-0.6%	-$2.93K	0.04%	87
2024 Q3	$488K	Hold	857	–	–	0.04%	91
2024 Q2	$459K	Hold	857	–	–	0.04%	90
2024 Q1	$477K	Buy	+857	New	+$444K	0.04%	86
2019 Q4	–	Sell	-158	Closed	-$56K	–	245
2019 Q3	$56K	Hold	158	–	–	0.01%	74
2019 Q2	$56K	Hold	158	–	–	0.01%	85
2019 Q1	$55K	Hold	158	–	–	0.02%	67
2018 Q4	$48K	Sell	158 -9	-5%	-$3K	0.01%	74
2018 Q3	$61K	Hold	167	–	–	0.02%	57
2018 Q2	$59K	Sell	167 -25	-13%	-$8.79K	0.02%	52
2018 Q1	$66K	Buy	192 +25	+15%	+$8.7K	0.03%	77
2017 Q4	$58K	Hold	167	–	–	0.02%	49
2017 Q3	$54K	Buy	+167	New	+$53.1K	0.03%	50

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Litman Gregory Wealth Management's MDY Position: Q4 2025 in Review

Litman Gregory Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2025 at 852 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #98.

Litman Gregory Wealth Management first reported a position in MDY in Q3 2017 and has held it in 17 quarters since. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Litman Gregory Wealth Management held 852 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $514K as of Q4 2025.
Litman Gregory Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #98 holding.
Litman Gregory Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 17 quarters since.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.