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

ArborFi Advisors’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	$381K	Hold	541	–	–	0.28%	36
2026 Q1	$334K	Sell	541 -17	-3%	-$10.8K	0.27%	35
2025 Q4	$337K	Sell	558 -47	-8%	-$28.1K	0.27%	39
2025 Q3	$361K	Sell	605 -60	-9%	-$35.2K	0.29%	39
2025 Q2	$377K	Sell	665 -67	-9%	-$36K	0.33%	36
2025 Q1	$391K	Sell	732 -75	-9%	-$42.6K	0.39%	32
2024 Q4	$460K	Buy	+807	New	+$473K	0.46%	30

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

ArborFi Advisors's MDY Position: Q2 2026 in Review

ArborFi Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 541 shares worth $381K. The position accounts for 0.28% of the portfolio, ranked #36.

ArborFi Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q4 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

ArborFi Advisors held 541 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $381K as of Q2 2026.
ArborFi Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of ArborFi Advisors's portfolio in Q2 2026, its #36 holding.
ArborFi Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
ArborFi Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $460K in Q4 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on ArborFi Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.