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

Atomi Financial 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
Q2 		$1.16M Buy
1,648
+28
+2% +$18.8K 0.03% 421
2026
Q1 		$999K Buy
1,620
+67
+4% +$42.5K 0.03% 441
2025
Q4 		$937K Sell
1,553
-168
-10% -$101K 0.03% 438
2025
Q3 		$1.03M Buy
1,721
+13
+0.8% +$7.63K 0.03% 370
2025
Q2 		$968K Sell
1,708
-17
-1% -$9.12K 0.04% 347
2025
Q1 		$920K Buy
1,725
+174
+11% +$98.8K 0.04% 333
2024
Q4 		$883K Buy
1,551
+737
+91% +$432K 0.04% 299
2024
Q3 		$463K Buy
814
+101
+14% +$55.6K 0.03% 481
2024
Q2 		$381K Buy
713
+126
+21% +$67.8K 0.03% 488
2024
Q1 		$326K Buy
587
+37
+7% +$19.2K 0.03% 504
2023
Q4 		$279K Buy
+550
New +$255K 0.04% 438

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atomi Financial Group's MDY Position: Q2 2026 in Review

Atomi Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, buying an estimated $18.8K and bringing the position to 1,648 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #421.

Atomi Financial Group first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Atomi Financial Group held 1,648 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.16M as of Q2 2026.
  • Atomi Financial Group bought 28 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $18.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #421 holding.
  • Atomi Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.