WealthPlan Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

WealthPlan Investment Management’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	$326K	Sell	463 -86	-16%	-$57.6K	0.02%	384
2026 Q1	$339K	Buy	+549	New	+$348K	0.02%	365
2023 Q1	–	Sell	-862	Closed	-$420K	–	517
2022 Q4	$420K	Sell	862 -7	-0.8%	-$3.1K	0.03%	275
2022 Q3	$393K	Buy	+869	New	+$384K	0.03%	270
2022 Q1	$372K	Buy	+815	New	+$397K	0.03%	285

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

WealthPlan Investment Management's MDY Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q2 2026, selling an estimated $57.6K and leaving 463 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #384.

WealthPlan Investment Management first reported a position in MDY in Q1 2022 and has held it in 5 quarters since. The position peaked at $420K in Q4 2022. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

WealthPlan Investment Management held 463 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $326K as of Q2 2026.
WealthPlan Investment Management sold 86 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $57.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #384 holding.
WealthPlan Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 5 quarters since.
WealthPlan Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $420K in Q4 2022.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.