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

Black Diamond 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
2026 Q2	$982K	Buy	1,396 +696	+99%	+$466K	0.09%	81
2026 Q1	$432K	Sell	700 -2	-0.3%	-$1.27K	0.05%	116
2025 Q4	$424K	Hold	702	–	–	0.04%	112
2025 Q3	$418K	Hold	702	–	–	0.05%	107
2025 Q2	$398K	Hold	702	–	–	0.06%	97
2025 Q1	$375K	Hold	702	–	–	0.06%	106
2024 Q4	$400K	Hold	702	–	–	0.06%	100
2024 Q3	$400K	Sell	702 -4,562	-87%	-$2.51M	0.07%	93
2024 Q2	$2.82M	Buy	5,264 +4,562	+650%	+$2.45M	0.54%	40
2024 Q1	$356K	Hold	702	–	–	0.1%	80
2023 Q4	$356K	Hold	702	–	–	0.1%	80
2023 Q3	$321K	Hold	702	–	–	0.1%	79
2023 Q2	$336K	Hold	702	–	–	0.1%	80
2023 Q1	$322K	Hold	702	–	–	0.11%	81
2022 Q4	$311K	Hold	702	–	–	0.11%	79
2022 Q3	$282K	Hold	702	–	–	0.11%	79
2022 Q2	$290K	Hold	702	–	–	0.11%	85
2022 Q1	$344K	Buy	+702	New	+$342K	0.11%	84

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

Black Diamond Financial's MDY Position: Q2 2026 in Review

Black Diamond Financial increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 99% in Q2 2026, buying an estimated $466K and bringing the position to 1,396 shares worth $982K. The position accounts for 0.09% of the portfolio, ranked #81.

Black Diamond Financial first reported a position in MDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.82M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Black Diamond Financial held 1,396 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $982K as of Q2 2026.
Black Diamond Financial bought 696 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $466K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Black Diamond Financial's portfolio in Q2 2026, its #81 holding.
Black Diamond Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 18 quarters since.
Black Diamond Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.82M in Q2 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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