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 Q3	$1.84M	Sell	2,797 -11	-0.4%	-$7.57K	0.07%	81
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

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

Obermeyer Wealth Partners's MDY Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.39% in Q3 2026, selling an estimated $7.57K and leaving 2,797 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #81.

Obermeyer Wealth Partners first reported a position in MDY in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.98M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Obermeyer Wealth Partners held 2,797 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.84M as of Q3 2026.
Obermeyer Wealth Partners sold 11 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $7.57K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #81 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 20 quarters since.
Obermeyer Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.98M in Q2 2026.
1,053 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.