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

Wealth Architects’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	$468K	Hold	666	–	–	0.04%	154
2026 Q1	$411K	Hold	666	–	–	0.04%	155
2025 Q4	$402K	Sell	666 -97	-13%	-$58K	0.04%	151
2025 Q3	$455K	Hold	763	–	–	0.04%	143
2025 Q2	$432K	Sell	763 -1	-0.1%	-$537	0.04%	147
2025 Q1	$408K	Sell	764 -1	-0.1%	-$568	0.05%	148
2024 Q4	$436K	Hold	765	–	–	0.05%	136
2024 Q3	$436K	Sell	765 -337	-31%	-$186K	0.05%	133
2024 Q2	$590K	Hold	1,102	–	–	0.07%	110
2024 Q1	$613K	Hold	1,102	–	–	0.08%	102
2023 Q4	$559K	Hold	1,102	–	–	0.08%	107
2023 Q3	$503K	Hold	1,102	–	–	0.09%	108
2023 Q2	$528K	Buy	1,102 +30	+3%	+$13.7K	0.09%	106
2023 Q1	$491K	Sell	1,072 -200	-16%	-$93.2K	0.09%	106
2022 Q4	$563K	Sell	1,272 -101	-7%	-$44.7K	0.11%	86
2022 Q3	$551K	Hold	1,373	–	–	0.12%	80
2022 Q2	$568K	Hold	1,373	–	–	0.11%	89
2022 Q1	$673K	Hold	1,373	–	–	0.11%	85
2021 Q4	$711K	Hold	1,373	–	–	0.12%	81
2021 Q3	$660K	Hold	1,373	–	–	0.13%	75
2021 Q2	$674K	Hold	1,373	–	–	0.13%	73
2021 Q1	$653K	Sell	1,373 -77	-5%	-$35.1K	0.14%	67
2020 Q4	$609K	Hold	1,450	–	–	0.14%	66
2020 Q3	$491K	Hold	1,450	–	–	0.13%	71
2020 Q2	$470K	Hold	1,450	–	–	0.13%	73
2020 Q1	$381K	Hold	1,450	–	–	0.13%	80
2019 Q4	$544K	Hold	1,450	–	–	0.15%	59
2019 Q3	$511K	Hold	1,450	–	–	0.16%	59
2019 Q2	$514K	Sell	1,450 -18	-1%	-$6.29K	0.15%	59
2019 Q1	$507K	Buy	1,468 +1	+0.1%	+$336	0.16%	59
2018 Q4	$444K	Buy	1,467 +17	+1%	+$5.66K	0.16%	59
2018 Q3	$533K	Hold	1,450	–	–	0.16%	58
2018 Q2	$515K	Hold	1,450	–	–	0.17%	56
2018 Q1	$495K	Sell	1,450 -11	-0.8%	-$3.83K	0.16%	56
2017 Q4	$504K	Sell	1,461 -11	-0.7%	-$3.71K	0.17%	63
2017 Q3	$481K	Hold	1,472	–	–	0.17%	65
2017 Q2	$467K	Sell	1,472 -1	-0.1%	-$315	0.17%	65
2017 Q1	$460K	Buy	1,473 +1	+0.1%	+$310	0.18%	62
2016 Q4	$444K	Hold	1,472	–	–	0.2%	62
2016 Q3	$415K	Sell	1,472 -80	-5%	-$22.5K	0.19%	68
2016 Q2	$422K	Buy	1,552 +79	+5%	+$21.1K	0.2%	67
2016 Q1	$387K	Hold	1,473	–	–	0.19%	70
2015 Q4	$374K	Sell	1,473 -300	-17%	-$78.1K	0.18%	76
2015 Q3	$441K	Hold	1,773	–	–	0.24%	64
2015 Q2	$484K	Hold	1,773	–	–	0.26%	57
2015 Q1	$491K	Hold	1,773	–	–	0.28%	49
2014 Q4	$468K	Buy	+1,773	New	+$454K	0.28%	52

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

Wealth Architects's MDY Position: Q2 2026 in Review

Wealth Architects held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 666 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #154.

Wealth Architects first reported a position in MDY in Q4 2014 and has held it in 47 quarters since. The position peaked at $711K in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wealth Architects held 666 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $468K as of Q2 2026.
Wealth Architects 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 0.04% of Wealth Architects's portfolio in Q2 2026, its #154 holding.
Wealth Architects first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 47 quarters since.
Wealth Architects's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $711K in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.