Mark Sheptoff Financial Planning’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-136	Closed	-$77.5K	–	455
2024 Q4	$77.5K	Hold	136	–	–	0.04%	142
2024 Q3	$77.5K	Hold	136	–	–	0.04%	143
2024 Q2	$72.8K	Hold	136	–	–	0.04%	158
2024 Q1	$75.7K	Hold	136	–	–	0.04%	146
2023 Q4	$69K	Hold	136	–	–	0.04%	139
2023 Q3	$62.1K	Sell	136 -330	-71%	-$158K	0.04%	131
2023 Q2	$223K	Hold	466	–	–	0.13%	90
2023 Q1	$214K	Hold	466	–	–	0.12%	92
2022 Q4	$206K	Buy	+466	New	+$206K	0.12%	88

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Mark Sheptoff Financial Planning's MDY Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 136 shares — an estimated $77.5K sold.

Mark Sheptoff Financial Planning first reported a position in MDY in Q4 2022 and held it in 9 quarters. The position peaked at $223K in Q2 2023. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 136 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $77.5K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 9 quarters.
Mark Sheptoff Financial Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $223K in Q2 2023.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.