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

SkyOak 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	$247K	Hold	400	–	–	0.05%	208
2025 Q4	$241K	Hold	400	–	–	0.04%	214
2025 Q3	$238K	Hold	400	–	–	0.05%	224
2025 Q2	$227K	Sell	400 -200	-33%	-$107K	0.05%	222
2025 Q1	$320K	Hold	600	–	–	0.07%	161
2024 Q4	$342K	Buy	+600	New	+$352K	0.07%	154

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

SkyOak Wealth's MDY Position: Q1 2026 in Review

SkyOak Wealth held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 400 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #208.

SkyOak Wealth first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $342K in Q4 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

SkyOak Wealth held 400 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $247K as of Q1 2026.
SkyOak Wealth 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 SkyOak Wealth's portfolio in Q1 2026, its #208 holding.
SkyOak Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
SkyOak Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $342K in Q4 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 SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.