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

Shakespeare 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	$203K	Buy	+289	New	+$194K	0.05%	79

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

Shakespeare Wealth Management's MDY Position: Q2 2026 in Review

Shakespeare Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 289 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings.

1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Shakespeare Wealth Management held 289 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $203K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Shakespeare Wealth Management position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Shakespeare Wealth Management's portfolio in Q2 2026, its #79 holding.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.