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

Apexium 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
2025 Q3	$296K	Hold	496	–	–	0.01%	245
2025 Q2	$281K	Hold	496	–	–	0.01%	234
2025 Q1	$265K	Hold	496	–	–	0.02%	237
2024 Q4	$283K	Sell	496 -5	-1%	-$2.93K	0.02%	216
2024 Q3	$285K	Hold	501	–	–	0.02%	194
2024 Q2	$268K	Sell	501 -105	-17%	-$56.5K	0.02%	191
2024 Q1	$337K	Sell	606 -324	-35%	-$168K	0.03%	168
2023 Q4	$472K	Buy	930 +310	+50%	+$144K	0.03%	177
2023 Q3	$283K	Hold	620	–	–	0.03%	176
2023 Q2	$298K	Sell	620 -326	-34%	-$148K	0.03%	176
2023 Q1	$434K	Buy	946 +326	+53%	+$152K	0.04%	143
2022 Q4	$275K	Hold	620	–	–	0.03%	174
2022 Q3	$249K	Buy	+620	New	+$274K	0.03%	171
2020 Q1	–	Sell	-553	Closed	-$207K	–	75
2019 Q4	$207K	Buy	+553	New	+$200K	0.27%	67

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Apexium Financial's MDY Position: Q3 2025 in Review

Apexium Financial held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 496 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #245.

Apexium Financial first reported a position in MDY in Q4 2019 and has held it in 14 quarters since. The position peaked at $472K in Q4 2023. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Apexium Financial held 496 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $296K as of Q3 2025.
Apexium Financial left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #245 holding.
Apexium Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 14 quarters since.
Apexium Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $472K in Q4 2023.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.