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

Elios 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
2025
Q2 		$410K Sell
724
-26
-3% -$14K 0.19% 93
2025
Q1 		$400K Buy
750
+1
+0.1% +$568 0.2% 85
2024
Q4 		$427K Buy
749
+39
+5% +$22.9K 0.2% 83
2024
Q3 		$404K Buy
+710
New +$391K 0.19% 87

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Elios Financial Group's MDY Position: Q2 2025 in Review

Elios Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.5% in Q2 2025, selling an estimated $14K and leaving 724 shares worth $410K. The position accounts for 0.19% of the portfolio, ranked #93.

Elios Financial Group first reported a position in MDY in Q3 2024 and has held it in 4 quarters since. The position peaked at $427K in Q4 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

  • Elios Financial Group held 724 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $410K as of Q2 2025.
  • Elios Financial Group sold 26 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $14K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of Elios Financial Group's portfolio in Q2 2025, its #93 holding.
  • Elios Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $427K in Q4 2024.
  • 1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.