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

WealthSpring 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 Q2	$999K	Buy	1,420 +3	+0.2%	+$2.01K	0.86%	25
2026 Q1	$874K	Buy	1,417 +3	+0.2%	+$1.9K	0.8%	28
2025 Q4	$853K	Buy	+1,414	New	+$846K	0.87%	25
2023 Q3	$1.76M	Sell	3,852 -76	-2%	-$36.4K	1.31%	16
2023 Q2	$1.88M	Sell	3,928 -796	-17%	-$362K	1.36%	16
2023 Q1	$2.17M	Buy	4,724 +14	+0.3%	+$6.53K	1.68%	14
2022 Q4	$2.09M	Sell	4,710 -340	-7%	-$150K	1.63%	16
2022 Q3	$2.03M	Buy	+5,050	New	+$2.23M	1.79%	15

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

WealthSpring Partners's MDY Position: Q2 2026 in Review

WealthSpring Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.21% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,420 shares worth $999K. The position accounts for 0.86% of the portfolio, ranked #25.

WealthSpring Partners first reported a position in MDY in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.17M in Q1 2023. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

WealthSpring Partners held 1,420 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $999K as of Q2 2026.
WealthSpring Partners bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.86% of WealthSpring Partners's portfolio in Q2 2026, its #25 holding.
WealthSpring Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.17M in Q1 2023.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.