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

Strategic Family Wealth Counselors’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	$241K	Hold	342	–	–	0.06%	161
2026 Q1	$211K	Buy	342 +1	+0.3%	+$634	0.06%	152
2025 Q4	$215K	Buy	341 +1	+0.3%	+$598	0.05%	206
2025 Q3	$203K	Buy	+340	New	+$200K	0.05%	151
2025 Q1	–	Sell	-352	Closed	-$200K	–	142
2024 Q4	$200K	Buy	+352	New	+$206K	0.07%	134

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

Strategic Family Wealth Counselors's MDY Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 342 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #161.

Strategic Family Wealth Counselors first reported a position in MDY in Q4 2024 and has held it in 5 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Strategic Family Wealth Counselors held 342 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $241K as of Q2 2026.
Strategic Family Wealth Counselors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #161 holding.
Strategic Family Wealth Counselors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 5 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.