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

Pinnacle Wealth Planning Services’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 Q1	$260K	Hold	422	–	–	0.03%	383
2025 Q4	$255K	Hold	422	–	–	0.03%	381
2025 Q3	$252K	Sell	422 -119	-22%	-$69.8K	0.03%	376
2025 Q2	$306K	Hold	541	–	–	0.04%	290
2025 Q1	$289K	Hold	541	–	–	0.04%	273
2024 Q4	$308K	Buy	+541	New	+$317K	0.05%	246
2021 Q1	–	Sell	-54	Closed	-$23K	–	1286
2020 Q4	$23K	Buy	+54	New	+$20.8K	0.01%	1102

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

Pinnacle Wealth Planning Services's MDY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 422 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #383.

Pinnacle Wealth Planning Services first reported a position in MDY in Q4 2020 and has held it in 7 quarters since. The position peaked at $308K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Pinnacle Wealth Planning Services held 422 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $260K as of Q1 2026.
Pinnacle Wealth Planning Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #383 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $308K in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.