Avantax Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Avantax Advisory Services’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 Q2	$13.3M	Buy	23,526 +530	+2%	+$284K	0.07%	203
2025 Q1	$12.3M	Sell	22,996 -400	-2%	-$227K	0.07%	205
2024 Q4	$13.3M	Buy	23,396 +691	+3%	+$405K	0.08%	179
2024 Q3	$12.9M	Buy	22,705 +674	+3%	+$371K	0.08%	175
2024 Q2	$11.8M	Buy	22,031 +740	+3%	+$398K	0.08%	182
2024 Q1	$11.8M	Buy	21,291 +921	+5%	+$477K	0.11%	150
2023 Q4	$10.3M	Buy	20,370 +255	+1%	+$118K	0.1%	158
2023 Q3	$9.19M	Sell	20,115 -557	-3%	-$267K	0.1%	157
2023 Q2	$9.9M	Buy	20,672 +1,379	+7%	+$628K	0.11%	147
2023 Q1	$8.84M	Sell	19,293 -228	-1%	-$106K	0.11%	149
2022 Q4	$8.64M	Sell	19,521 -1,298	-6%	-$574K	0.12%	145
2022 Q3	$8.36M	Sell	20,819 -372	-2%	-$164K	0.13%	126
2022 Q2	$8.76M	Buy	21,191 +1,150	+6%	+$519K	0.13%	128
2022 Q1	$9.83M	Sell	20,041 -6,380	-24%	-$3.1M	0.14%	115
2021 Q4	$13.7M	Buy	26,421 +81	+0.3%	+$41.2K	0.21%	82
2021 Q3	$12.7M	Buy	26,340 +1,147	+5%	+$563K	0.21%	73
2021 Q2	$12.4M	Buy	25,193 +274	+1%	+$135K	0.22%	74
2021 Q1	$11.9M	Buy	24,919 +4,044	+19%	+$1.84M	0.25%	67
2020 Q4	$8.77M	Sell	20,875 -5,037	-19%	-$1.94M	0.21%	82
2020 Q3	$8.79M	Buy	25,912 +9,012	+53%	+$3.08M	0.14%	122
2020 Q2	$5.49M	Sell	16,900 -2,342	-12%	-$710K	0.16%	105
2020 Q1	$5.06M	Buy	19,242 +13,856	+257%	+$4.7M	0.15%	100
2019 Q4	$2.02M	Buy	5,386 +2,132	+66%	+$771K	0.05%	209
2019 Q3	$1.15M	Buy	3,254 +8	+0.2%	+$2.8K	0.05%	189
2019 Q2	$1.15M	Buy	3,246 +40	+1%	+$14K	0.05%	171
2019 Q1	$1.11M	Buy	3,206 +363	+13%	+$122K	0.06%	163
2018 Q4	$865K	Buy	+2,843	New	+$946K	0.15%	147

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avantax Advisory Services's MDY Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q2 2025, buying an estimated $284K and bringing the position to 23,526 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #203.

Avantax Advisory Services first reported a position in MDY in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.7M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Avantax Advisory Services held 23,526 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $13.3M as of Q2 2025.
Avantax Advisory Services bought 530 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $284K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #203 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $13.7M in Q4 2021.
1,346 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.