Pursue Wealth Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Pursue Wealth Partners’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	$225K	Hold	365	–	–	0.13%	94
2025 Q4	$220K	Hold	365	–	–	0.11%	97
2025 Q3	$218K	Sell	365 -35	-9%	-$20.5K	0.12%	108
2025 Q2	$227K	Hold	400	–	–	0.13%	104
2025 Q1	$213K	Hold	400	–	–	0.13%	112
2024 Q4	$228K	Hold	400	–	–	0.13%	105
2024 Q3	$228K	Hold	400	–	–	0.12%	102
2024 Q2	$214K	Hold	400	–	–	0.12%	103
2024 Q1	$223K	Hold	400	–	–	0.13%	95
2023 Q4	$203K	Buy	+400	New	+$186K	0.13%	85
2022 Q2	–	Sell	-400	Closed	-$191K	–	182
2022 Q1	$191K	Hold	400	–	–	0.08%	134
2021 Q4	$207K	Buy	+400	New	+$204K	0.08%	131

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

Pursue Wealth Partners's MDY Position: Q1 2026 in Review

Pursue Wealth Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 365 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #94.

Pursue Wealth Partners first reported a position in MDY in Q4 2021 and has held it in 12 quarters since. The position peaked at $228K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Pursue Wealth Partners held 365 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $225K as of Q1 2026.
Pursue Wealth Partners 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 0.13% of Pursue Wealth Partners's portfolio in Q1 2026, its #94 holding.
Pursue Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 12 quarters since.
Pursue Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $228K in Q3 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 Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.