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

Edge Financial 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 Q4	$1.65M	Sell	2,742 -34	-1%	-$20.3K	0.7%	29
2025 Q3	$1.65M	Buy	2,776 +9	+0.3%	+$5.28K	0.74%	25
2025 Q2	$1.57M	Buy	2,767 +7	+0.3%	+$3.76K	0.83%	25
2025 Q1	$1.47M	Buy	2,760 +9	+0.3%	+$5.11K	0.93%	22
2024 Q4	$1.57M	Buy	2,751 +5	+0.2%	+$2.93K	1.4%	27
2024 Q3	$1.56M	Buy	2,746 +10	+0.4%	+$5.51K	1.39%	28
2024 Q2	$1.46M	Sell	2,736 -1	-0%	-$538	1.52%	25
2024 Q1	$1.52M	Buy	+2,737	New	+$1.42M	1.34%	14

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Edge Financial Advisors's MDY Position: Q4 2025 in Review

Edge Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q4 2025, selling an estimated $20.3K and leaving 2,742 shares worth $1.65M. The position accounts for 0.7% of the portfolio, ranked #29.

Edge Financial Advisors first reported a position in MDY in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q3 2025. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Edge Financial Advisors held 2,742 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.65M as of Q4 2025.
Edge Financial Advisors sold 34 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $20.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.7% of Edge Financial Advisors's portfolio in Q4 2025, its #29 holding.
Edge Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.65M in Q3 2025.
1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.