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

Montis Financial’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	$591K	Sell	840 -8	-0.9%	-$5.36K	0.12%	90
2026 Q1	$523K	Hold	848	–	–	0.11%	95
2025 Q4	$511K	Sell	848 -2	-0.2%	-$1.2K	0.1%	95
2025 Q3	$506K	Sell	850 -7	-0.8%	-$4.11K	0.12%	103
2025 Q2	$485K	Sell	857 -4	-0.5%	-$2.15K	0.13%	88
2025 Q1	$460K	Buy	861 +3	+0.3%	+$1.7K	0.14%	93
2024 Q4	$489K	Sell	858 -13	-1%	-$7.62K	0.15%	88
2024 Q3	$496K	Buy	+871	New	+$480K	0.18%	67

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

Montis Financial's MDY Position: Q2 2026 in Review

Montis Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.94% in Q2 2026, selling an estimated $5.36K and leaving 840 shares worth $591K. The position accounts for 0.12% of the portfolio, ranked #90.

Montis Financial first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Montis Financial held 840 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $591K as of Q2 2026.
Montis Financial sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Montis Financial's portfolio in Q2 2026, its #90 holding.
Montis Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 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 Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.