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

MASECO Private Wealth’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 Q1	–	Sell	-243	Closed	-$146K	–	503
2025 Q4	$146K	Buy	243 +1	+0.4%	+$598	0.01%	102
2025 Q3	$144K	Buy	242 +1	+0.4%	+$587	0.01%	56
2025 Q2	$137K	Buy	+241	New	+$129K	0.01%	113

Other funds holding MDY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASECO Private Wealth's MDY Position: Q1 2026 in Review

MASECO Private Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 243 shares — an estimated $146K sold.

MASECO Private Wealth first reported a position in MDY in Q2 2025 and held it in 3 quarters. The position peaked at $146K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

MASECO Private Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 243 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $146K.
MASECO Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and held it in 3 quarters.
MASECO Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $146K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.