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

Shepherd Financial 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 		$527K Hold
855
– – 0.05% 154
2025
Q4 		$516K Buy
+855
New +$512K 0.05% 156
2020
Q4 		– Sell
-1,257
Closed -$426K – 135
2020
Q3 		$426K Sell
1,257
-1,089
-46% -$372K 0.1% 99
2020
Q2 		$761K Sell
2,346
-1,162
-33% -$352K 0.21% 73
2020
Q1 		$927K Sell
3,508
-51,797
-94% -$17.6M 0.32% 52
2019
Q4 		$20.8M Buy
55,305
+2,407
+5% +$870K 4.84% 4
2019
Q3 		$18.6M Sell
52,898
-29,843
-36% -$10.5M 4.67% 4
2019
Q2 		$29.3M Buy
82,741
+2,475
+3% +$865K 5.51% 4
2019
Q1 		$27.7M Sell
80,266
-1,532
-2% -$515K 5.37% 4
2018
Q4 		$24.8M Buy
81,798
+5,568
+7% +$1.85M 5.39% 4
2018
Q3 		$27M Sell
76,230
-60
-0.1% -$22K 6.11% 4
2018
Q2 		$27.1M Buy
76,290
+1,428
+2% +$502K 6.09% 4
2018
Q1 		$25.6M Buy
74,862
+1,090
+1% +$379K 6.3% 4
2017
Q4 		$25.5M Sell
73,772
-3,656
-5% -$1.23M 5.98% 4
2017
Q3 		$25.6M Buy
77,428
+6,210
+9% +$1.97M 5.93% 4
2017
Q2 		$22.6M Buy
71,218
+4,944
+7% +$1.56M 5.52% 4
2017
Q1 		$20.4M Buy
66,274
+7,655
+13% +$2.38M 5.29% 4
2016
Q4 		$17.8M Buy
+58,619
New +$16.9M 5.04% 4

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shepherd Financial Partners's MDY Position: Q1 2026 in Review

Shepherd Financial Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 855 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #154.

Shepherd Financial Partners first reported a position in MDY in Q4 2016 and has held it in 18 quarters since. The position peaked at $29.3M in Q2 2019. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Shepherd Financial Partners held 855 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $527K as of Q1 2026.
  • Shepherd Financial Partners 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 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #154 holding.
  • Shepherd Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 18 quarters since.
  • Shepherd Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $29.3M in Q2 2019.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.