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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Obermeyer Wealth Partners's MDY Position: Q1 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 2,842 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #85.

Obermeyer Wealth Partners first reported a position in MDY in Q4 2020 and has held it in 18 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Obermeyer Wealth Partners held 2,842 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.75M as of Q1 2026.
  • Obermeyer Wealth Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #85 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 18 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.