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

Sagespring 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	$3.61M	Sell	5,856 -733	-11%	-$465K	0.07%	142
2025 Q4	$3.98M	Sell	6,589 -346	-5%	-$207K	0.07%	134
2025 Q3	$4.13M	Buy	6,935 +21	+0.3%	+$12.3K	0.08%	121
2025 Q2	$3.92M	Sell	6,914 -682	-9%	-$366K	0.08%	120
2025 Q1	$4.05M	Sell	7,596 -1,115	-13%	-$633K	0.1%	104
2024 Q4	$4.96M	Buy	+8,711	New	+$5.11M	0.13%	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

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

Sagespring Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q1 2026, selling an estimated $465K and leaving 5,856 shares worth $3.61M. The position accounts for 0.07% of the portfolio, ranked #142.

Sagespring Wealth Partners first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.96M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Sagespring Wealth Partners held 5,856 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.61M as of Q1 2026.
Sagespring Wealth Partners sold 733 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $465K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #142 holding.
Sagespring Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.96M in Q4 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 Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.