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

Bellwether 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
2025 Q3	–	Sell	-41	Closed	-$23.2K	–	393
2025 Q2	$23.2K	Hold	41	–	–	﹤0.01%	285
2025 Q1	$21.9K	Hold	41	–	–	﹤0.01%	268
2024 Q4	$23.4K	Buy	+41	New	+$24K	﹤0.01%	274
2023 Q2	–	Sell	-52	Closed	-$23.8K	–	300
2023 Q1	$23.8K	Sell	52 -10	-16%	-$4.66K	0.01%	234
2022 Q4	$27.5K	Sell	62 -18	-23%	-$7.96K	0.01%	225
2022 Q3	$32K	Sell	80 -63	-44%	-$27.8K	0.01%	191
2022 Q2	$59K	Hold	143	–	–	0.02%	161
2022 Q1	$70K	Hold	143	–	–	0.02%	178
2021 Q4	$74K	Hold	143	–	–	0.02%	169
2021 Q3	$68K	Sell	143 -23	-14%	-$11.3K	0.02%	190
2021 Q2	$81K	Hold	166	–	–	0.03%	160
2021 Q1	$79K	Hold	166	–	–	0.03%	145
2020 Q4	$69K	Buy	+166	New	+$63.9K	0.03%	148

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bellwether Advisors's MDY Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 41 shares — an estimated $23.2K sold.

Bellwether Advisors first reported a position in MDY in Q4 2020 and held it in 13 quarters. The position peaked at $81K in Q2 2021. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 41 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $23.2K.
Bellwether Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $81K in Q2 2021.
1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.