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

Prosperity 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	$987K	Sell	1,404 -56	-4%	-$37.5K	0.23%	59
2026 Q1	$900K	Sell	1,460 -37	-2%	-$23.4K	0.23%	59
2025 Q4	$903K	Sell	1,497 -24	-2%	-$14.4K	0.24%	59
2025 Q3	$907K	Sell	1,521 -95	-6%	-$55.8K	0.24%	60
2025 Q2	$915K	Hold	1,616	–	–	0.26%	58
2025 Q1	$862K	Sell	1,616 -27	-2%	-$15.3K	0.27%	54
2024 Q4	$936K	Sell	1,643 -164	-9%	-$96.1K	0.3%	57
2024 Q3	$1.03M	Sell	1,807 -37	-2%	-$20.4K	0.33%	53
2024 Q2	$987K	Sell	1,844 -11	-0.6%	-$5.92K	0.34%	53
2024 Q1	$1.03M	Sell	1,855 -11	-0.6%	-$5.7K	0.36%	48
2023 Q4	$947K	Sell	1,866 -8	-0.4%	-$3.71K	0.35%	51
2023 Q3	$856K	Sell	1,874 -4	-0.2%	-$1.92K	0.36%	51
2023 Q2	$899K	Sell	1,878 -1	-0.1%	-$455	0.37%	51
2023 Q1	$861K	Sell	1,879 -30	-2%	-$14K	0.38%	51
2022 Q4	$834K	Hold	1,909	–	–	0.41%	46
2022 Q3	$767K	Sell	1,909 -40	-2%	-$17.7K	0.4%	45
2022 Q2	$789K	Hold	1,949	–	–	0.4%	46
2022 Q1	$943K	Hold	1,949	–	–	0.46%	39
2021 Q4	$1.01M	Sell	1,949 -3	-0.2%	-$1.53K	0.51%	39
2021 Q3	$939K	Sell	1,952 -19	-1%	-$9.33K	0.51%	38
2021 Q2	$968K	Sell	1,971 -59	-3%	-$29.1K	0.6%	35
2021 Q1	$966K	Sell	2,030 -128	-6%	-$58.4K	0.69%	35
2020 Q4	$906K	Buy	+2,158	New	+$831K	0.77%	34

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

Prosperity Planning's MDY Position: Q2 2026 in Review

Prosperity Planning reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q2 2026, selling an estimated $37.5K and leaving 1,404 shares worth $987K. The position accounts for 0.23% of the portfolio, ranked #59.

Prosperity Planning first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Prosperity Planning held 1,404 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $987K as of Q2 2026.
Prosperity Planning sold 56 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $37.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Prosperity Planning's portfolio in Q2 2026, its #59 holding.
Prosperity Planning first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
Prosperity Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.03M in Q1 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.