Mather Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mather Group’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	$307K	Buy	437 +26	+6%	+$17.4K	﹤0.01%	665
2026 Q1	$253K	Buy	+411	New	+$260K	﹤0.01%	667
2025 Q4	–	Sell	-328	Closed	-$195K	–	1252
2025 Q3	$195K	Buy	+328	New	+$193K	﹤0.01%	622
2025 Q2	–	Sell	-328	Closed	-$175K	–	1280
2025 Q1	$175K	Hold	328	–	–	﹤0.01%	630
2024 Q4	$187K	Hold	328	–	–	﹤0.01%	589
2024 Q3	$187K	Sell	328 -170	-34%	-$93.7K	﹤0.01%	597
2024 Q2	$277K	Buy	498 +184	+59%	+$98.9K	﹤0.01%	551
2024 Q1	$159K	Sell	314 -126	-29%	-$65.3K	﹤0.01%	583
2023 Q4	$223K	Sell	440 -15	-3%	-$6.96K	﹤0.01%	520
2023 Q3	$208K	Sell	455 -16	-3%	-$7.67K	﹤0.01%	517
2023 Q2	$225K	Hold	471	–	–	﹤0.01%	522
2023 Q1	$216K	Sell	471 -16	-3%	-$7.46K	﹤0.01%	476
2022 Q4	$215K	Buy	+487	New	+$215K	﹤0.01%	451
2022 Q3	–	Sell	-487	Closed	-$201K	–	476
2022 Q2	$201K	Sell	487 -6	-1%	-$2.71K	﹤0.01%	365
2022 Q1	$242K	Sell	493 -23	-4%	-$11.2K	﹤0.01%	387
2021 Q4	$267K	Buy	+516	New	+$263K	0.01%	318

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

Mather Group's MDY Position: Q2 2026 in Review

Mather Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 437 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Mather Group first reported a position in MDY in Q4 2021 and has held it in 16 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Mather Group held 437 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $307K as of Q2 2026.
Mather Group bought 26 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $17.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #665 holding.
Mather Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 16 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.