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

Stone Summit 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	$582K	Sell	944 -184	-16%	-$117K	0.16%	84
2025 Q4	$681K	Sell	1,128 -55	-5%	-$32.9K	0.18%	80
2025 Q3	$705K	Sell	1,183 -480	-29%	-$282K	0.2%	80
2025 Q2	$942K	Sell	1,663 -2,771	-62%	-$1.49M	0.29%	74
2025 Q1	$2.37M	Buy	4,434 +55	+1%	+$31.2K	0.8%	44
2024 Q4	$2.49M	Buy	4,379 +488	+13%	+$286K	0.84%	39
2024 Q3	$2.22M	Buy	3,891 +1,132	+41%	+$624K	0.72%	47
2024 Q2	$1.48M	Buy	2,759 +490	+22%	+$263K	0.53%	57
2024 Q1	$1.26M	Buy	+2,269	New	+$1.18M	0.44%	66

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

Stone Summit Wealth's MDY Position: Q1 2026 in Review

Stone Summit Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q1 2026, selling an estimated $117K and leaving 944 shares worth $582K. The position accounts for 0.16% of the portfolio, ranked #84.

Stone Summit Wealth first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.49M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Stone Summit Wealth held 944 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $582K as of Q1 2026.
Stone Summit Wealth sold 184 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $117K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of Stone Summit Wealth's portfolio in Q1 2026, its #84 holding.
Stone Summit 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.
Stone Summit Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.49M in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.