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 Q3	$923K	Buy	1,406 +2	+0.1%	+$1.38K	0.2%	63
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Prosperity Planning's MDY Position: Q3 2026 in Review

Prosperity Planning increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.14% in Q3 2026, buying an estimated $1.38K and bringing the position to 1,406 shares worth $923K. The position accounts for 0.2% of the portfolio, ranked #63.

Prosperity Planning first reported a position in MDY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q1 2024. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Prosperity Planning held 1,406 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $923K as of Q3 2026.
Prosperity Planning bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $1.38K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Prosperity Planning's portfolio in Q3 2026, its #63 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 24 quarters since.
Prosperity Planning's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.03M in Q1 2024.
91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.