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

Shepherd 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	$207K	Buy	+310	New	+$196K	0.15%	51

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

Shepherd Wealth Management's MDY Position: Q1 2026 in Review

Shepherd Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 310 shares worth $207K. The stake represents 0.15% of the portfolio and ranks #51 among its holdings.

1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Shepherd Wealth Management held 310 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $207K as of Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Shepherd Wealth Management position in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Shepherd Wealth Management's portfolio in Q1 2026, its #51 holding.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.