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

Planning Project 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
2025 Q4	$7.24K	Buy	+12	New	+$7.18K	﹤0.01%	110

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Planning Project LLC's MDY Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025: 12 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #110 among its holdings.

1,432 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Planning Project LLC held 12 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.24K as of Q4 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Planning Project LLC position in Q4 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #110 holding.
1,432 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.