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 $1.37T 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

Paladin Advisory Group's MDY Position: Q1 2026 in Review

Paladin Advisory Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.8% in Q1 2026, selling an estimated $327K and leaving 4,734 shares worth $2.92M. The position accounts for 2.22% of the portfolio, ranked #15.

Paladin Advisory Group first reported a position in MDY in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q1 2022. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Paladin Advisory Group held 4,734 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.92M as of Q1 2026.
Paladin Advisory Group sold 516 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $327K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.22% of Paladin Advisory Group's portfolio in Q1 2026, its #15 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 14 quarters since.
Paladin Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.71M in Q1 2022.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.