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

Peak Planning 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
2026 Q2	$736K	Sell	1,047 -50	-5%	-$33.5K	0.17%	61
2026 Q1	$676K	Sell	1,097 -110	-9%	-$69.7K	0.19%	58
2025 Q4	$728K	Sell	1,207 -31	-3%	-$18.5K	0.2%	63
2025 Q3	$738K	Sell	1,238 -20	-2%	-$11.7K	0.38%	35
2025 Q2	$713K	Sell	1,258 -33	-3%	-$17.7K	0.46%	31
2025 Q1	$689K	Sell	1,291 -49	-4%	-$27.8K	0.29%	58
2024 Q4	$763K	Sell	1,340 -127	-9%	-$74.4K	0.32%	56
2024 Q3	$836K	Sell	1,467 -570	-28%	-$314K	0.37%	53
2024 Q2	$1.09M	Buy	2,037 +394	+24%	+$212K	0.54%	39
2024 Q1	$914K	Sell	1,643 -63	-4%	-$32.6K	0.57%	34
2023 Q4	$866K	Sell	1,706 -25	-1%	-$11.6K	0.62%	33
2023 Q3	$790K	Buy	1,731 +27	+2%	+$12.9K	0.62%	35
2023 Q2	$816K	Buy	1,704 +213	+14%	+$97K	0.61%	36
2023 Q1	$683K	Buy	1,491 +346	+30%	+$161K	0.55%	41
2022 Q4	$507K	Buy	1,145 +351	+44%	+$155K	0.45%	49
2022 Q3	$319K	Buy	794 +42	+6%	+$18.6K	0.3%	61
2022 Q2	$311K	Buy	+752	New	+$340K	0.26%	58
2021 Q4	$389K	Hold	752	–	–	0.29%	59
2021 Q3	$362K	Buy	+752	New	+$369K	0.31%	58
2021 Q1	$401K	Hold	841	–	–	0.39%	51
2020 Q4	$353K	Hold	841	–	–	0.4%	48
2020 Q3	$285K	Buy	+841	New	+$287K	0.4%	41

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

Peak Planning Group's MDY Position: Q2 2026 in Review

Peak Planning Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q2 2026, selling an estimated $33.5K and leaving 1,047 shares worth $736K. The position accounts for 0.17% of the portfolio, ranked #61.

Peak Planning Group first reported a position in MDY in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.09M in Q2 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Peak Planning Group held 1,047 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $736K as of Q2 2026.
Peak Planning Group sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $33.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Peak Planning Group's portfolio in Q2 2026, its #61 holding.
Peak Planning Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 22 quarters since.
Peak Planning Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.09M in Q2 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.