Sage Financial Management Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sage Financial Management Group’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	$2.53M	Sell	4,103 -93	-2%	-$58.9K	0.78%	19
2025 Q4	$2.53M	Sell	4,196 -120	-3%	-$71.8K	0.77%	19
2025 Q3	$2.57M	Sell	4,316 -40	-0.9%	-$23.5K	0.82%	19
2025 Q2	$2.47M	Sell	4,356 -324	-7%	-$174K	0.85%	19
2025 Q1	$2.5M	Sell	4,680 -247	-5%	-$140K	0.91%	20
2024 Q4	$2.81M	Sell	4,927 -23	-0.5%	-$13.5K	1.04%	20
2024 Q3	$2.82M	Buy	4,950 +486	+11%	+$268K	1.09%	20
2024 Q2	$2.39M	Sell	4,464 -55	-1%	-$29.6K	7.26%	4
2024 Q1	$2.52M	Buy	4,519 +138	+3%	+$71.5K	1.19%	20
2023 Q4	$2.22M	Sell	4,381 -108	-2%	-$50.1K	1.19%	19
2023 Q3	$2.05M	Sell	4,489 -85	-2%	-$40.7K	1.23%	18
2023 Q2	$2.19M	Buy	4,574 +1,398	+44%	+$637K	13.15%	2
2023 Q1	$1.46M	Sell	3,176 -1,473	-32%	-$687K	1.17%	19
2022 Q4	$2.06M	Buy	4,649 +951	+26%	+$421K	1.44%	17
2022 Q3	$1.49M	Sell	3,698 -1,587	-30%	-$701K	1.31%	15
2022 Q2	$2.19M	Sell	5,285 -1	-0%	-$452	1.53%	16
2022 Q1	$2.59M	Sell	5,286 -52	-1%	-$25.3K	1.78%	14
2021 Q4	$2.76M	Buy	5,338 +5	+0.1%	+$2.54K	1.84%	14
2021 Q3	$2.56M	Sell	5,333 -68	-1%	-$33.4K	64.29%	1
2021 Q2	$2.65M	Buy	5,401 +666	+14%	+$329K	2.42%	11
2021 Q1	$2.25M	Sell	4,735 -1,439	-23%	-$656K	1.74%	14
2020 Q4	$2.59M	Buy	+6,174	New	+$2.38M	2.03%	14

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

Sage Financial Management Group's MDY Position: Q1 2026 in Review

Sage Financial Management Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q1 2026, selling an estimated $58.9K and leaving 4,103 shares worth $2.53M. The position accounts for 0.78% of the portfolio, ranked #19.

Sage Financial Management Group first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.82M in Q3 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Sage Financial Management Group held 4,103 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.53M as of Q1 2026.
Sage Financial Management Group sold 93 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $58.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.78% of Sage Financial Management Group's portfolio in Q1 2026, its #19 holding.
Sage Financial Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Sage Financial Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.82M in Q3 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.