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

Measured Wealth Private Client 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
2025 Q4	–	Sell	-124	Closed	-$73.9K	–	758
2025 Q3	$73.9K	Buy	+124	New	+$72.8K	0.02%	264
2024 Q3	–	Sell	-417	Closed	-$223K	–	192
2024 Q2	$223K	Sell	417 -71	-15%	-$38.2K	0.08%	171
2024 Q1	$272K	Hold	488	–	–	0.09%	156
2023 Q4	$248K	Hold	488	–	–	0.09%	160
2023 Q3	$223K	Hold	488	–	–	0.09%	154
2023 Q2	$234K	Sell	488 -16	-3%	-$7.29K	0.09%	159
2023 Q1	$231K	Hold	504	–	–	0.09%	158
2022 Q4	$223K	Sell	504 -38	-7%	-$16.8K	0.09%	153
2022 Q3	$218K	Hold	542	–	–	0.1%	134
2022 Q2	$224K	Sell	542 -226	-29%	-$102K	0.1%	148
2022 Q1	$377K	Sell	768 -331	-30%	-$161K	0.14%	90
2021 Q4	$569K	Sell	1,099 -664	-38%	-$338K	0.2%	66
2021 Q3	$848K	Sell	1,763 -1,959	-53%	-$962K	0.33%	48
2021 Q2	$1.83M	Sell	3,722 -366	-9%	-$181K	0.58%	33
2021 Q1	$1.95M	Sell	4,088 -130	-3%	-$59.3K	0.69%	30
2020 Q4	$1.77M	Buy	4,218 +707	+20%	+$272K	0.74%	23
2020 Q3	$1.19M	Buy	3,511 +343	+11%	+$117K	0.58%	26
2020 Q2	$1.03M	Buy	3,168 +608	+24%	+$184K	0.6%	27
2020 Q1	$673K	Buy	2,560 +474	+23%	+$161K	0.52%	31
2019 Q4	$783K	Buy	+2,086	New	+$754K	0.52%	27
2018 Q4	–	Sell	-301	Closed	-$111K	–	452
2018 Q3	$111K	Buy	+301	New	+$110K	0.07%	222

Other funds holding MDY

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

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

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

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

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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Measured Wealth Private Client Group's MDY Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 124 shares — an estimated $73.9K sold.

Measured Wealth Private Client Group first reported a position in MDY in Q3 2018 and held it in 21 quarters. The position peaked at $1.95M in Q1 2021. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Measured Wealth Private Client Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 124 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $73.9K.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and held it in 21 quarters.
Measured Wealth Private Client Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.95M in Q1 2021.
1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.