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 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 $1.37T 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

Simplicity Wealth's MDY Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 41% in Q1 2026, buying an estimated $112K and bringing the position to 609 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #527.

Simplicity Wealth first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Simplicity Wealth held 609 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $376K as of Q1 2026.
Simplicity Wealth bought 177 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $112K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #527 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 9 quarters since.
Simplicity Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.33M in Q1 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.