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

ORG 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	$85.2K	Sell	120 -1	-0.8%	-$670	0.01%	299
2026 Q1	$74.7K	Sell	121 -8	-6%	-$5.07K	0.01%	305
2025 Q4	$78.4K	Hold	129	–	–	0.02%	290
2025 Q3	$77.4K	Hold	129	–	–	0.02%	298
2025 Q2	$74.5K	Hold	129	–	–	0.02%	287
2025 Q1	$69.7K	Buy	129 +86	+200%	+$48.8K	0.02%	324
2024 Q4	$24.5K	Buy	+43	New	+$25.2K	0.01%	325

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

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

ORG Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.83% in Q2 2026, selling an estimated $670 and leaving 120 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #299.

ORG Wealth Partners first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

ORG Wealth Partners held 120 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $85.2K as of Q2 2026.
ORG Wealth Partners sold 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #299 holding.
ORG Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.