Obermeyer Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Obermeyer Wealth Partners’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	$1.98M	Sell	2,808 -34	-1%	-$22.8K	0.08%	83
2026 Q1	$1.75M	Hold	2,842	–	–	0.08%	85
2025 Q4	$1.71M	Sell	2,842 -1	-0%	-$598	0.08%	81
2025 Q3	$1.69M	Buy	2,843 +874	+44%	+$513K	0.08%	83
2025 Q2	$1.12M	Buy	1,969 +844	+75%	+$453K	0.06%	97
2025 Q1	$600K	Sell	1,125 -21	-2%	-$11.9K	0.03%	133
2024 Q4	$653K	Hold	1,146	–	–	0.03%	124
2024 Q3	$653K	Hold	1,146	–	–	0.03%	127
2024 Q2	$613K	Sell	1,146 -32	-3%	-$17.2K	0.04%	130
2024 Q1	$655K	Buy	1,178 +11	+0.9%	+$5.7K	0.04%	120
2023 Q4	$592K	Hold	1,167	–	–	0.04%	100
2023 Q3	$533K	Hold	1,167	–	–	0.04%	107
2023 Q2	$559K	Hold	1,167	–	–	0.04%	109
2023 Q1	$535K	Hold	1,167	–	–	0.04%	110
2022 Q4	$517K	Buy	1,167 +21	+2%	+$9.29K	0.04%	113
2022 Q3	$460K	Hold	1,146	–	–	0.04%	120
2022 Q2	$474K	Sell	1,146 -4	-0.3%	-$1.81K	0.03%	115
2022 Q1	$564K	Buy	+1,150	New	+$559K	0.03%	119
2021 Q1	–	Sell	-478	Closed	-$201K	–	208
2020 Q4	$201K	Buy	+478	New	+$184K	0.01%	152

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

Obermeyer Wealth Partners's MDY Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q2 2026, selling an estimated $22.8K and leaving 2,808 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #83.

Obermeyer Wealth Partners first reported a position in MDY in Q4 2020 and has held it in 19 quarters since. 1,536 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Obermeyer Wealth Partners held 2,808 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.98M as of Q2 2026.
Obermeyer Wealth Partners sold 34 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $22.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #83 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 19 quarters since.
1,536 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.