WealthPLAN Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $491K | Buy |
698
+15
| +2% | +$10K | 0.09% | 163 |
|
|
2026
Q1 | $421K | Sell |
683
-482
| -41% | -$305K | 0.08% | 171 |
|
|
2025
Q4 | $703K | Sell |
1,165
-106
| -8% | -$63.4K | 0.11% | 151 |
|
|
2025
Q3 | $758K | Sell |
1,271
-37
| -3% | -$21.7K | 0.11% | 144 |
|
|
2025
Q2 | $741K | Buy |
1,308
+60
| +5% | +$32.2K | 0.12% | 146 |
|
|
2025
Q1 | $666K | Sell |
1,248
-28
| -2% | -$15.9K | 0.09% | 151 |
|
|
2024
Q4 | $727K | Buy |
1,276
+13
| +1% | +$7.62K | 0.1% | 139 |
|
|
2024
Q3 | $719K | Sell |
1,263
-33
| -3% | -$18.2K | 0.1% | 147 |
|
|
2024
Q2 | $693K | Sell |
1,296
-43
| -3% | -$23.1K | 0.07% | 170 |
|
|
2024
Q1 | $745K | Buy |
1,339
+170
| +15% | +$88.1K | 0.08% | 167 |
|
|
2023
Q4 | $593K | Sell |
1,169
-5
| -0.4% | -$2.32K | 0.06% | 201 |
|
|
2023
Q3 | $536K | Buy |
1,174
+4
| +0.3% | +$1.92K | 0.06% | 190 |
|
|
2023
Q2 | $560K | Sell |
1,170
-7
| -0.6% | -$3.19K | 0.08% | 175 |
|
|
2023
Q1 | $540K | Buy |
1,177
+315
| +37% | +$147K | 0.06% | 184 |
|
|
2022
Q4 | $420K | Buy |
+862
| New | +$381K | 0.03% | 276 |
|
|
2022
Q1 | $372K | Hold |
815
| – | – | 0.03% | 285 |
|
|
2021
Q4 | $391K | Buy |
815
+10
| +1% | +$5.09K | 0.03% | 282 |
|
|
2021
Q3 | $412K | Buy |
805
+10
| +1% | +$4.91K | 0.03% | 275 |
|
|
2021
Q2 | $397K | Buy |
795
+10
| +1% | +$4.93K | 0.03% | 259 |
|
|
2021
Q1 | $391K | Hold |
785
| – | – | 0.03% | 246 |
|
|
2020
Q4 | $351K | Hold |
785
| – | – | 0.03% | 251 |
|
|
2020
Q3 | $296K | Sell |
785
-99
| -11% | -$33.8K | 0.03% | 259 |
|
|
2020
Q2 | $315K | Sell |
884
-2
| -0.2% | -$606 | 0.03% | 230 |
|
|
2020
Q1 | $253K | Hold |
886
| – | – | 0.03% | 214 |
|
|
2019
Q4 | $338K | Sell |
886
-41
| -4% | -$14.8K | 0.04% | 187 |
|
|
2019
Q3 | $336K | Sell |
927
-748
| -45% | -$262K | 0.05% | 176 |
|
|
2019
Q2 | $579K | Buy |
1,675
+590
| +54% | +$206K | 0.09% | 138 |
|
|
2019
Q1 | $376K | Hold |
1,085
| – | – | 0.06% | 181 |
|
|
2018
Q4 | $378K | Buy |
1,085
+31
| +3% | +$10.3K | 0.06% | 174 |
|
|
2018
Q3 | $347K | Buy |
1,054
+122
| +13% | +$44.7K | 0.06% | 175 |
|
|
2018
Q2 | $331K | Sell |
932
-106
| -10% | -$37.3K | 0.07% | 181 |
|
|
2018
Q1 | $355K | Sell |
1,038
-224
| -18% | -$78K | 0.08% | 181 |
|
|
2017
Q4 | $436K | Sell |
1,262
-70
| -5% | -$23.6K | 0.12% | 137 |
|
|
2017
Q3 | $435K | Sell |
1,332
-466
| -26% | -$148K | 0.12% | 123 |
|
|
2017
Q2 | $571K | Buy |
+1,798
| New | +$566K | 0.16% | 98 |
|
|
2016
Q3 | $643K | Sell |
2,305
-1,455
| -39% | -$410K | 0.21% | 71 |
|
|
2016
Q2 | $504K | Buy |
+3,760
| New | +$1M | 0.06% | 200 |
|
|
2015
Q4 | $852K | Buy |
+9,873
| New | +$2.57M | 0.14% | 114 |
|
|
2015
Q2 | $857K | Sell |
3,138
-1,557
| -33% | -$433K | 0.37% | 38 |
|
|
2015
Q1 | $1.3M | Buy |
+4,695
| New | +$1.27M | 0.61% | 34 |
|
Other funds holding MDY
WealthPLAN Partners's MDY Position: Q2 2026 in Review
WealthPLAN Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q2 2026, buying an estimated $10K and bringing the position to 698 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #163.
WealthPLAN Partners first reported a position in MDY in Q1 2015 and has held it in 40 quarters since. The position peaked at $1.3M in Q1 2015. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- WealthPLAN Partners held 698 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $491K as of Q2 2026.
- WealthPLAN Partners bought 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #163 holding.
- WealthPLAN Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and has held it in 40 quarters since.
- WealthPLAN Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.3M in Q1 2015.
- 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 Partners's 13F filing for Q2 2026, filed 28 Jul 2026.