OneAscent Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

OneAscent Financial Services’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	$969K	Buy	1,572 +873	+125%	+$553K	0.05%	222
2025 Q4	$422K	Buy	699 +37	+6%	+$22.1K	0.04%	282
2025 Q3	$395K	Sell	662 -985	-60%	-$578K	0.05%	260
2025 Q2	$941K	Sell	1,647 -405	-20%	-$217K	0.07%	185
2025 Q1	$1.1M	Buy	2,052 +581	+39%	+$330K	0.07%	182
2024 Q4	$838K	Buy	+1,471	New	+$862K	0.07%	178
2024 Q3	–	Sell	-3,214	Closed	-$1.72M	–	269
2024 Q2	$1.72M	Buy	3,214 +2,127	+196%	+$1.14M	0.24%	52
2024 Q1	$605K	Sell	1,087 -58	-5%	-$30K	0.07%	175
2023 Q4	$581K	Buy	+1,145	New	+$532K	0.07%	172

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneAscent Financial Services's MDY Position: Q1 2026 in Review

OneAscent Financial Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 125% in Q1 2026, buying an estimated $553K and bringing the position to 1,572 shares worth $969K. The position accounts for 0.05% of the portfolio, ranked #222.

OneAscent Financial Services first reported a position in MDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.72M in Q2 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

OneAscent Financial Services held 1,572 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $969K as of Q1 2026.
OneAscent Financial Services bought 873 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $553K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #222 holding.
OneAscent Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 9 quarters since.
OneAscent Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.72M in Q2 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.