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 Q2	$1.75M	Hold	2,489	–	–	0.16%	61
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	–	99
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 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

Ullmann Wealth Partners Group's MDY Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,489 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #61.

Ullmann Wealth Partners Group first reported a position in MDY in Q1 2017 and has held it in 11 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Ullmann Wealth Partners Group held 2,489 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.75M as of Q2 2026.
Ullmann Wealth Partners Group 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 0.16% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #61 holding.
Ullmann Wealth Partners Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 11 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.