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

Simplicity Wealth’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	$378K	Sell	537 -72	-12%	-$48.2K	0.01%	744
2026 Q1	$376K	Buy	609 +177	+41%	+$112K	0.02%	527
2025 Q4	$261K	Sell	432 -1,141	-73%	-$683K	0.02%	605
2025 Q3	$938K	Sell	1,573 -590	-27%	-$346K	0.05%	310
2025 Q2	$1.23M	Buy	2,163 +228	+12%	+$122K	0.05%	294
2025 Q1	$1.03M	Buy	1,935 +671	+53%	+$381K	0.08%	252
2024 Q4	$720K	Sell	1,264 -6	-0.5%	-$3.52K	0.15%	120
2024 Q3	$723K	Sell	1,270 -1,118	-47%	-$616K	0.07%	235
2024 Q2	$1.28M	Sell	2,388 -11	-0.5%	-$5.92K	0.03%	456
2024 Q1	$1.33M	Buy	+2,399	New	+$1.24M	0.03%	446

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

Simplicity Wealth's MDY Position: Q2 2026 in Review

Simplicity Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 12% in Q2 2026, selling an estimated $48.2K and leaving 537 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #744.

Simplicity Wealth first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Simplicity Wealth held 537 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $378K as of Q2 2026.
Simplicity Wealth sold 72 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $48.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #744 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.33M in Q1 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.