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Summit Wealth Group (Colorado)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,346
Closed -$2.38M – 472
2025
Q3 		$2.38M Buy
+8,346
New +$4.9M 0.25% 71

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MDY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 8,346 shares — an estimated $2.38M sold.

Summit Wealth Group (Colorado) first reported a position in MDY in Q3 2025 and held it in 1 quarter. The position peaked at $2.38M in Q3 2025. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,346 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $2.38M.
  • Summit Wealth Group (Colorado) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.38M in Q3 2025.
  • 1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.