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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B 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