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

Ruggaard & Associates’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	$401K	Hold	650	–	–	0.16%	82
2025 Q4	$392K	Hold	650	–	–	0.15%	83
2025 Q3	$387K	Hold	650	–	–	0.15%	82
2025 Q2	$368K	Hold	650	–	–	0.15%	83
2025 Q1	$347K	Hold	650	–	–	0.15%	83
2024 Q4	$370K	Hold	650	–	–	0.16%	79
2024 Q3	$370K	Hold	650	–	–	0.16%	84
2024 Q2	$348K	Hold	650	–	–	0.16%	84
2024 Q1	$362K	Hold	650	–	–	0.17%	79
2023 Q4	$330K	Hold	650	–	–	0.17%	80
2023 Q3	$297K	Hold	650	–	–	0.18%	82
2023 Q2	$311K	Hold	650	–	–	0.18%	79
2023 Q1	$298K	Buy	+650	New	+$303K	0.18%	78

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

Ruggaard & Associates's MDY Position: Q1 2026 in Review

Ruggaard & Associates held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 650 shares worth $401K. The position accounts for 0.16% of the portfolio, ranked #82.

Ruggaard & Associates first reported a position in MDY in Q1 2023 and has held it in 13 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Ruggaard & Associates held 650 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $401K as of Q1 2026.
Ruggaard & Associates 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 0.16% of Ruggaard & Associates's portfolio in Q1 2026, its #82 holding.
Ruggaard & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 13 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.