Vertex Planning Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Vertex Planning Partners’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	$550K	Hold	891	–	–	0.11%	72
2025 Q4	$538K	Hold	891	–	–	0.12%	68
2025 Q3	$531K	Sell	891 -9	-1%	-$5.28K	0.1%	107
2025 Q2	$510K	Hold	900	–	–	0.11%	102
2025 Q1	$480K	Hold	900	–	–	0.1%	109
2024 Q4	$513K	Hold	900	–	–	0.11%	103
2024 Q3	$513K	Hold	900	–	–	0.12%	88
2024 Q2	$482K	Hold	900	–	–	0.13%	88
2024 Q1	$501K	Sell	900 -38	-4%	-$19.7K	0.14%	88
2023 Q4	$476K	Sell	938 -26	-3%	-$12.1K	0.14%	86
2023 Q3	$440K	Hold	964	–	–	0.15%	74
2023 Q2	$462K	Hold	964	–	–	0.16%	71
2023 Q1	$442K	Buy	964 +251	+35%	+$117K	0.17%	66
2022 Q4	$316K	Buy	+713	New	+$315K	0.12%	102

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

Vertex Planning Partners's MDY Position: Q1 2026 in Review

Vertex Planning Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 891 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #72.

Vertex Planning Partners first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Vertex Planning Partners held 891 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $550K as of Q1 2026.
Vertex Planning Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Vertex Planning Partners's portfolio in Q1 2026, its #72 holding.
Vertex Planning Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.