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

Plancorp LLC’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	$1.44M	Sell	2,092 -37	-2%	-$24.8K	0.04%	170
2026 Q1	$1.37M	Hold	2,129	–	–	0.04%	135
2025 Q4	$1.28M	Hold	2,129	–	–	0.04%	136
2025 Q3	$1.27M	Sell	2,129 -34	-2%	-$20K	0.04%	138
2025 Q2	$1.23M	Hold	2,163	–	–	0.04%	138
2025 Q1	$1.15M	Buy	2,163 +1,160	+116%	+$658K	0.05%	135
2024 Q4	$571K	Buy	1,003 +34	+4%	+$19.9K	0.02%	179
2024 Q3	$552K	Hold	969	–	–	0.02%	179
2024 Q2	$518K	Buy	969 +180	+23%	+$96.8K	0.02%	176
2024 Q1	$439K	Buy	789 +129	+20%	+$66.8K	0.02%	196
2023 Q4	$335K	Buy	660 +130	+25%	+$60.4K	0.02%	203
2023 Q3	$242K	Hold	530	–	–	0.01%	222
2023 Q2	$254K	Buy	+530	New	+$241K	0.01%	215
2022 Q2	–	Sell	-416	Closed	-$204K	–	253
2022 Q1	$204K	Hold	416	–	–	0.01%	234
2021 Q4	$215K	Hold	416	–	–	0.01%	228
2021 Q3	$200K	Hold	416	–	–	0.01%	228
2021 Q2	$204K	Buy	+416	New	+$205K	0.02%	214
2020 Q1	–	Sell	-619	Closed	-$232K	–	182
2019 Q4	$232K	Buy	+619	New	+$224K	0.07%	177

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

Plancorp LLC's MDY Position: Q2 2026 in Review

Plancorp LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, selling an estimated $24.8K and leaving 2,092 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #170.

Plancorp LLC first reported a position in MDY in Q4 2019 and has held it in 18 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Plancorp LLC held 2,092 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.44M as of Q2 2026.
Plancorp LLC sold 37 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $24.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #170 holding.
Plancorp LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 18 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 Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.