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

Advisornet Financial’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	$73.9K	Sell	105 -12	-10%	-$8.04K	﹤0.01%	981
2026 Q1	$72.2K	Buy	117 +12	+11%	+$7.6K	﹤0.01%	929
2025 Q4	$63.3K	Sell	105 -5	-5%	-$2.99K	﹤0.01%	980
2025 Q3	$65.6K	Hold	110	–	–	﹤0.01%	941
2025 Q2	$62.3K	Buy	110 +5	+5%	+$2.68K	﹤0.01%	924
2025 Q1	$56K	Hold	105	–	–	﹤0.01%	901
2024 Q4	$59.8K	Buy	105 +15	+17%	+$8.79K	0.01%	830
2024 Q3	$51.3K	Hold	90	–	–	﹤0.01%	900
2024 Q2	$48.2K	Hold	90	–	–	﹤0.01%	829
2024 Q1	$50.1K	Hold	90	–	–	﹤0.01%	812
2023 Q4	$45.7K	Hold	90	–	–	﹤0.01%	826
2023 Q3	$41.1K	Hold	90	–	–	﹤0.01%	843
2023 Q2	$43.1K	Hold	90	–	–	﹤0.01%	860
2023 Q1	$41.3K	Hold	90	–	–	﹤0.01%	845
2022 Q4	$39.9K	Hold	90	–	–	﹤0.01%	853
2022 Q3	$36K	Hold	90	–	–	﹤0.01%	942
2022 Q2	$37K	Hold	90	–	–	﹤0.01%	959
2022 Q1	$44K	Hold	90	–	–	﹤0.01%	1008
2021 Q4	$47K	Hold	90	–	–	﹤0.01%	1031
2021 Q3	$43K	Hold	90	–	–	﹤0.01%	1050
2021 Q2	$44K	Hold	90	–	–	﹤0.01%	1029
2021 Q1	$43K	Hold	90	–	–	﹤0.01%	979
2020 Q4	$38K	Hold	90	–	–	﹤0.01%	950
2020 Q3	$30K	Hold	90	–	–	﹤0.01%	982
2020 Q2	$29K	Sell	90 -89	-50%	-$27K	﹤0.01%	999
2020 Q1	$47K	Hold	179	–	–	﹤0.01%	815
2019 Q4	$67K	Sell	179 -407	-69%	-$147K	0.01%	795
2019 Q3	$207K	Buy	586 +497	+558%	+$174K	0.02%	497
2019 Q2	$32K	Hold	89	–	–	﹤0.01%	939
2019 Q1	$31K	Hold	89	–	–	﹤0.01%	880
2018 Q4	$27K	Sell	89 -9	-9%	-$3K	﹤0.01%	843
2018 Q3	$36K	Buy	98 +9	+10%	+$3.3K	﹤0.01%	814
2018 Q2	$32K	Hold	89	–	–	﹤0.01%	830
2018 Q1	$30K	Buy	+89	New	+$31K	﹤0.01%	833

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

Advisornet Financial's MDY Position: Q2 2026 in Review

Advisornet Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q2 2026, selling an estimated $8.04K and leaving 105 shares worth $73.9K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Advisornet Financial first reported a position in MDY in Q1 2018 and has held it in 34 quarters since. The position peaked at $207K in Q3 2019. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Advisornet Financial held 105 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $73.9K as of Q2 2026.
Advisornet Financial sold 12 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.04K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #981 holding.
Advisornet Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 34 quarters since.
Advisornet Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $207K in Q3 2019.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.