Vision Retirement’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Vision Retirement’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	$307K	Hold	436	–	–	0.07%	110
2026 Q1	$269K	Buy	436 +2	+0.5%	+$1.27K	0.08%	109
2025 Q4	$262K	Buy	+434	New	+$260K	0.07%	110

Other funds holding MDY

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's MDY Position: Q2 2026 in Review

Vision Retirement held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 436 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #110.

Vision Retirement first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,478 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Vision Retirement held 436 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $307K as of Q2 2026.
Vision Retirement 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 0.07% of Vision Retirement's portfolio in Q2 2026, its #110 holding.
Vision Retirement first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,478 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.