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

PDS Planning’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	$329K	Hold	468	–	–	0.02%	402
2026 Q1	$289K	Hold	468	–	–	0.02%	405
2025 Q4	$282K	Hold	468	–	–	0.02%	402
2025 Q3	$279K	Hold	468	–	–	0.02%	401
2025 Q2	$265K	Hold	468	–	–	0.02%	388
2025 Q1	$250K	Sell	468 -3	-0.6%	-$1.7K	0.02%	370
2024 Q4	$268K	Sell	471 -3	-0.6%	-$1.76K	0.02%	323
2024 Q3	$270K	Sell	474 -11	-2%	-$6.06K	0.02%	324
2024 Q2	$260K	Buy	+485	New	+$261K	0.03%	296

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

PDS Planning's MDY Position: Q2 2026 in Review

PDS Planning held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 468 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #402.

PDS Planning first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

PDS Planning held 468 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $329K as of Q2 2026.
PDS Planning left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of PDS Planning's portfolio in Q2 2026, its #402 holding.
PDS Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.