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

ORG 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
2025 Q4	$65.8K	Buy	109 +66	+153%	+$39.5K	0.01%	528
2025 Q3	$25.6K	Hold	43	–	–	﹤0.01%	735
2025 Q2	$24.7K	Hold	43	–	–	0.01%	706
2025 Q1	$23.1K	Sell	43 -86	-67%	-$48.8K	0.01%	653
2024 Q4	$74K	Buy	129 +43	+50%	+$25.2K	0.01%	480
2024 Q3	$49.4K	Hold	86	–	–	0.01%	520
2024 Q2	$45.9K	Buy	+86	New	+$46.2K	0.01%	817
2024 Q1	–	Sell	-86	Closed	-$43.9K	–	865
2023 Q4	$43.9K	Hold	86	–	–	0.01%	551
2023 Q3	$39.5K	Hold	86	–	–	0.01%	558
2023 Q2	$41.4K	Buy	+86	New	+$39.2K	0.01%	704

Other funds holding MDY

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

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

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

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

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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ORG Partners's MDY Position: Q4 2025 in Review

ORG Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 153% in Q4 2025, buying an estimated $39.5K and bringing the position to 109 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #528.

ORG Partners first reported a position in MDY in Q2 2023 and has held it in 10 quarters since. The position peaked at $74K in Q4 2024. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

ORG Partners held 109 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $65.8K as of Q4 2025.
ORG Partners bought 66 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $39.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of ORG Partners's portfolio in Q4 2025, its #528 holding.
ORG Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $74K in Q4 2024.
1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.