Retirement Planning Company of New England’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Retirement Planning Company of New England’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	$480K	Sell	683 -5	-0.7%	-$3.35K	0.17%	145
2026 Q1	$424K	Sell	688 -10	-1%	-$6.34K	0.17%	147
2025 Q4	$421K	Hold	698	–	–	0.17%	144
2025 Q3	$416K	Buy	+698	New	+$410K	0.17%	156
2025 Q2	–	Sell	-697	Closed	-$372K	–	238
2025 Q1	$372K	Hold	697	–	–	0.19%	146
2024 Q4	$397K	Sell	697 -10	-1%	-$5.86K	0.19%	137
2024 Q3	$403K	Hold	707	–	–	0.2%	137
2024 Q2	$378K	Hold	707	–	–	0.21%	136
2024 Q1	$393K	Hold	707	–	–	0.22%	135
2023 Q4	$359K	Buy	+707	New	+$328K	0.16%	149
2022 Q1	–	Sell	-406	Closed	-$210K	–	610
2021 Q4	$210K	Buy	+406	New	+$207K	0.1%	212

Other funds holding MDY

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Retirement Planning Company of New England's MDY Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.73% in Q2 2026, selling an estimated $3.35K and leaving 683 shares worth $480K. The position accounts for 0.17% of the portfolio, ranked #145.

Retirement Planning Company of New England first reported a position in MDY in Q4 2021 and has held it in 11 quarters since. 1,221 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Retirement Planning Company of New England held 683 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $480K as of Q2 2026.
Retirement Planning Company of New England sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $3.35K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Retirement Planning Company of New England's portfolio in Q2 2026, its #145 holding.
Retirement Planning Company of New England first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 11 quarters since.
1,221 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.