Next Level Wealth Planning’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Next Level Wealth Planning’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 Q3	$156K	Buy	+237	New	+$163K	0.06%	83

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Wealth Planning's MDY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026: 237 shares worth $156K. The stake represents 0.06% of the portfolio and ranks #83 among its holdings.

927 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Next Level Wealth Planning held 237 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $156K as of Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Next Level Wealth Planning position in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Next Level Wealth Planning's portfolio in Q3 2026, its #83 holding.
927 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.