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

Midwest Financial 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 Q1	$4.49M	Sell	7,276 -54	-0.7%	-$34.2K	1.91%	16
2025 Q4	$4.42M	Sell	7,330 -1,252	-15%	-$749K	1.95%	17
2025 Q3	$5.12M	Buy	8,582 +37	+0.4%	+$21.7K	2.44%	10
2025 Q2	$4.84M	Sell	8,545 -341	-4%	-$183K	2.54%	10
2025 Q1	$4.74M	Buy	8,886 +1,626	+22%	+$923K	2.75%	10
2024 Q4	$4.13M	Buy	7,260 +27	+0.4%	+$15.8K	2.37%	13
2024 Q3	$4.12M	Buy	7,233 +69	+1%	+$38K	2.42%	12
2024 Q2	$3.83M	Buy	7,164 +172	+2%	+$92.5K	2.44%	13
2024 Q1	$3.89M	Buy	6,992 +269	+4%	+$139K	2.61%	11
2023 Q4	$3.41M	Sell	6,723 -315	-4%	-$146K	2.55%	11
2023 Q3	$3.21M	Buy	7,038 +271	+4%	+$130K	2.72%	9
2023 Q2	$3.24M	Buy	6,767 +371	+6%	+$169K	2.75%	9
2023 Q1	$2.93M	Buy	+6,396	New	+$2.98M	2.7%	9

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

Midwest Financial Group's MDY Position: Q1 2026 in Review

Midwest Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.74% in Q1 2026, selling an estimated $34.2K and leaving 7,276 shares worth $4.49M. The position accounts for 1.91% of the portfolio, ranked #16.

Midwest Financial Group first reported a position in MDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.12M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Midwest Financial Group held 7,276 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.49M as of Q1 2026.
Midwest Financial Group sold 54 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $34.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.91% of Midwest Financial Group's portfolio in Q1 2026, its #16 holding.
Midwest Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.12M in Q3 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.