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

Mascoma 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
2026 Q2	$139K	Hold	198	–	–	0.03%	119
2026 Q1	$122K	Hold	198	–	–	0.03%	121
2025 Q4	$119K	Hold	198	–	–	0.03%	120
2025 Q3	$118K	Hold	198	–	–	0.03%	123
2025 Q2	$112K	Hold	198	–	–	0.03%	120
2025 Q1	$106K	Hold	198	–	–	0.03%	127
2024 Q4	$113K	Hold	198	–	–	0.03%	130
2024 Q3	$113K	Hold	198	–	–	0.03%	132
2024 Q2	$106K	Hold	198	–	–	0.03%	134
2024 Q1	$110K	Hold	198	–	–	0.03%	132
2023 Q4	$100K	Hold	198	–	–	0.03%	139
2023 Q3	$90.4K	Hold	198	–	–	0.03%	141
2023 Q2	$96.9K	Hold	198	–	–	0.03%	143
2023 Q1	$90K	Hold	198	–	–	0.03%	173
2022 Q4	$87.7K	Sell	198 -240	-55%	-$106K	0.03%	173
2022 Q3	$176K	Hold	438	–	–	0.06%	120
2022 Q2	$181K	Hold	438	–	–	0.06%	121
2022 Q1	$215K	Hold	438	–	–	0.07%	115
2021 Q4	$227K	Buy	438 +69	+19%	+$35.1K	0.08%	99
2021 Q3	$177K	Buy	+369	New	+$181K	0.07%	109
2021 Q2	–	Sell	-369	Closed	-$176K	–	315
2021 Q1	$176K	Buy	+369	New	+$168K	0.08%	110
2019 Q3	–	Sell	-369	Closed	-$131K	–	239
2019 Q2	$131K	Hold	369	–	–	0.08%	100
2019 Q1	$127K	Hold	369	–	–	0.09%	91
2018 Q4	$112K	Hold	369	–	–	0.09%	95
2018 Q3	$136K	Hold	369	–	–	0.09%	100
2018 Q2	$131K	Buy	369 +10	+3%	+$3.52K	0.09%	92
2018 Q1	$123K	Hold	359	–	–	0.08%	98
2017 Q4	$125K	Buy	359 +171	+91%	+$57.6K	0.08%	91
2017 Q3	$61K	Hold	188	–	–	0.04%	139
2017 Q2	$60K	Hold	188	–	–	0.04%	142
2017 Q1	$59K	Hold	188	–	–	0.04%	133
2016 Q4	$57K	Buy	+188	New	+$54.3K	0.04%	135

Other funds holding MDY

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

Morgan Stanley New York $1.89T AUM 35.08% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Mascoma Wealth Management's MDY Position: Q2 2026 in Review

Mascoma Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 198 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #119.

Mascoma Wealth Management first reported a position in MDY in Q4 2016 and has held it in 32 quarters since. The position peaked at $227K in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Mascoma Wealth Management held 198 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $139K as of Q2 2026.
Mascoma Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #119 holding.
Mascoma Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $227K in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.