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

Ullmann Wealth Partners Group’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	$1.54M	Sell	2,489 -16	-0.6%	-$10.1K	0.16%	57
2025 Q4	$1.49M	Hold	2,505	–	–	0.15%	60
2025 Q3	$1.49M	Buy	2,505 +1	+0%	+$587	0.16%	59
2025 Q2	$1.42M	Hold	2,504	–	–	0.17%	58
2025 Q1	$1.34M	Hold	2,504	–	–	0.18%	51
2024 Q4	$1.43M	Sell	2,504 -22	-0.9%	-$12.9K	0.18%	47
2024 Q3	$1.44M	Buy	2,526 +1,238	+96%	+$682K	0.19%	45
2024 Q2	$689K	Buy	+1,288	New	+$693K	0.1%	61
2017 Q3	–	Sell	-160	Closed	-$50K	–	100
2017 Q2	$50K	Hold	160	–	–	0.04%	90
2017 Q1	$49K	Buy	+160	New	+$49.7K	0.04%	82

Other funds holding MDY

Bank of America

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 $501B 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 $761B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return