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 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 $1.37T 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

Schrum Private Wealth Management's MDY Position: Q1 2026 in Review

Schrum Private Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,298 shares worth $801K. The position accounts for 0.61% of the portfolio, ranked #48.

Schrum Private Wealth Management first reported a position in MDY in Q4 2021 and has held it in 16 quarters since. The position peaked at $907K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Schrum Private Wealth Management held 1,298 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $801K as of Q1 2026.
Schrum Private Wealth Management 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 0.61% of Schrum Private Wealth Management's portfolio in Q1 2026, its #48 holding.
Schrum Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 16 quarters since.
Schrum Private Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $907K in Q4 2021.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.