Paladin Advisory Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-6,876	Closed	-$3.04M	–	406
2022 Q4	$3.04M	Sell	6,876 -463	-6%	-$205K	2.6%	7
2022 Q3	$2.95M	Sell	7,339 -134	-2%	-$59.2K	2.69%	9
2022 Q2	$3.09M	Buy	+7,473	New	+$3.37M	2.66%	8
2022 Q1	–	Sell	-7,583	Closed	-$3.92M	–	420
2021 Q4	$3.92M	Buy	+7,583	New	+$3.86M	3.19%	5

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

Paladin Advisory Group's MDY Position: Q2 2026 in Review

Paladin Advisory Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.02% in Q2 2026, selling an estimated $670 and leaving 4,733 shares worth $3.33M. The position accounts for 2.21% of the portfolio, ranked #18.

Paladin Advisory Group first reported a position in MDY in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.71M in Q1 2022. 1,538 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Paladin Advisory Group held 4,733 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.33M as of Q2 2026.
Paladin Advisory Group 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 2.21% of Paladin Advisory Group's portfolio in Q2 2026, its #18 holding.
Paladin Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.71M in Q1 2022.
1,538 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.