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

WorthPointe’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	$636K	Hold	1,032	–	–	0.17%	67
2025 Q4	$623K	Hold	1,032	–	–	0.16%	74
2025 Q3	$615K	Hold	1,032	–	–	0.23%	53
2025 Q2	$585K	Hold	1,032	–	–	0.25%	43
2025 Q1	$551K	Hold	1,032	–	–	0.25%	46
2024 Q4	$588K	Sell	1,032 -73	-7%	-$42.8K	0.24%	42
2024 Q3	$629K	Sell	1,105 -53	-5%	-$29.2K	0.26%	39
2024 Q2	$620K	Hold	1,158	–	–	0.28%	39
2024 Q1	$644K	Hold	1,158	–	–	0.32%	32
2023 Q4	$588K	Hold	1,158	–	–	0.3%	40
2023 Q3	$529K	Sell	1,158 -27	-2%	-$12.9K	0.31%	35
2023 Q2	$568K	Hold	1,185	–	–	0.34%	33
2023 Q1	$543K	Hold	1,185	–	–	0.35%	30
2022 Q4	$525K	Hold	1,185	–	–	0.36%	36
2022 Q3	$476K	Hold	1,185	–	–	0.4%	31
2022 Q2	$490K	Sell	1,185 -196	-14%	-$88.5K	0.41%	26
2022 Q1	$677K	Sell	1,381 -213	-13%	-$104K	0.54%	24
2021 Q4	$783K	Buy	+1,594	New	+$811K	0.7%	18

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

WorthPointe's MDY Position: Q1 2026 in Review

WorthPointe held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,032 shares worth $636K. The position accounts for 0.17% of the portfolio, ranked #67.

WorthPointe first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $783K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

WorthPointe held 1,032 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $636K as of Q1 2026.
WorthPointe left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of WorthPointe's portfolio in Q1 2026, its #67 holding.
WorthPointe first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
WorthPointe's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $783K in Q4 2021.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.