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

AmeriFlex 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	$105K	Sell	171 -31	-15%	-$19.6K	0.05%	267
2025 Q4	$122K	Buy	202 +30	+17%	+$17.9K	0.06%	244
2025 Q3	$103K	Buy	172 +107	+165%	+$62.8K	0.04%	321
2025 Q2	$36.7K	Sell	65 -27	-29%	-$14.5K	0.02%	442
2025 Q1	$49.2K	Buy	92 +9	+11%	+$5.11K	0.02%	467
2024 Q4	$49.2K	Buy	+83	New	+$48.7K	0.02%	445

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

AmeriFlex Group's MDY Position: Q1 2026 in Review

AmeriFlex Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q1 2026, selling an estimated $19.6K and leaving 171 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #267.

AmeriFlex Group first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

AmeriFlex Group held 171 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $105K as of Q1 2026.
AmeriFlex Group sold 31 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $19.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of AmeriFlex Group's portfolio in Q1 2026, its #267 holding.
AmeriFlex 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.
AmeriFlex Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $122K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.