Northeast Planning Associates NH’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Northeast Planning Associates NH’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	$401K	Hold	570	–	–	0.3%	41
2026 Q1	$352K	Hold	570	–	–	0.24%	37
2025 Q4	$344K	Hold	570	–	–	0.24%	35
2025 Q3	$340K	Hold	570	–	–	0.29%	34
2025 Q2	$323K	Hold	570	–	–	0.3%	35
2025 Q1	$304K	Hold	570	–	–	0.25%	39
2024 Q4	$325K	Buy	+570	New	+$334K	0.34%	37

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Northeast Planning Associates NH's MDY Position: Q2 2026 in Review

Northeast Planning Associates NH held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 570 shares worth $401K. The position accounts for 0.3% of the portfolio, ranked #41.

Northeast Planning Associates NH first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Northeast Planning Associates NH held 570 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $401K as of Q2 2026.
Northeast Planning Associates NH left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.3% of Northeast Planning Associates NH's portfolio in Q2 2026, its #41 holding.
Northeast Planning Associates NH first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.