Schrum Private Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Schrum Private Wealth Management’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	–	Sell	-1,298	Closed	-$801K	–	122
2026 Q1	$801K	Hold	1,298	–	–	0.61%	48
2025 Q4	$783K	Hold	1,298	–	–	0.58%	50
2025 Q3	$774K	Hold	1,298	–	–	0.57%	50
2025 Q2	$736K	Hold	1,298	–	–	0.59%	48
2025 Q1	$693K	Hold	1,298	–	–	0.61%	45
2024 Q4	$740K	Buy	+1,298	New	+$761K	0.63%	43
2024 Q3	–	Sell	-1,298	Closed	-$695K	–	175
2024 Q2	$695K	Hold	1,298	–	–	0.63%	45
2024 Q1	$722K	Buy	+1,298	New	+$672K	0.66%	42
2023 Q4	–	Sell	-1,298	Closed	-$593K	–	108
2023 Q3	$593K	Hold	1,298	–	–	0.68%	43
2023 Q2	$622K	Hold	1,298	–	–	0.67%	43
2023 Q1	$595K	Hold	1,298	–	–	0.69%	43
2022 Q4	$575K	Sell	1,298 -454	-26%	-$201K	0.68%	43
2022 Q3	$704K	Hold	1,752	–	–	0.89%	31
2022 Q2	$724K	Hold	1,752	–	–	0.82%	33
2022 Q1	$855K	Hold	1,752	–	–	0.86%	31
2021 Q4	$907K	Buy	+1,752	New	+$891K	0.83%	33

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schrum Private Wealth Management's MDY Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 1,298 shares — an estimated $801K sold.

Schrum Private Wealth Management first reported a position in MDY in Q4 2021 and held it in 16 quarters. The position peaked at $907K in Q4 2021. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Schrum Private Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 1,298 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $801K.
Schrum Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 16 quarters.
Schrum Private Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $907K in Q4 2021.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.