Wood Tarver Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wood Tarver Financial Group’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 Q1	$927K	Sell	1,504 -12	-0.8%	-$7.6K	0.26%	60
2025 Q4	$914K	Sell	1,516 -11	-0.7%	-$6.58K	0.26%	58
2025 Q3	$910K	Sell	1,527 -190	-11%	-$112K	0.27%	58
2025 Q2	$972K	Sell	1,717 -13	-0.8%	-$6.98K	0.29%	52
2025 Q1	$923K	Sell	1,730 -25	-1%	-$14.2K	0.3%	50
2024 Q4	$999K	Buy	+1,755	New	+$1.03M	0.33%	46

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wood Tarver Financial Group's MDY Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.79% in Q1 2026, selling an estimated $7.6K and leaving 1,504 shares worth $927K. The position accounts for 0.26% of the portfolio, ranked #60.

Wood Tarver Financial Group first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $999K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Wood Tarver Financial Group held 1,504 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $927K as of Q1 2026.
Wood Tarver Financial Group sold 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $7.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Wood Tarver Financial Group's portfolio in Q1 2026, its #60 holding.
Wood Tarver Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $999K in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.