FG
MDY icon

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

Fairman 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
2026
Q2 		$134K Hold
190
– – 0.11% 69
2026
Q1 		$118K Buy
190
+1
+0.5% +$634 0.1% 66
2025
Q4 		$115K Hold
189
– – 0.09% 66
2025
Q3 		$113K Sell
189
-83
-31% -$48.7K 0.09% 70
2025
Q2 		$155K Buy
272
+1
+0.4% +$537 0.13% 60
2025
Q1 		$175K Sell
271
-35
-11% -$19.9K 0.16% 58
2024
Q4 		$175K Buy
306
+1
+0.3% +$586 0.14% 62
2024
Q3 		$174K Buy
305
+1
+0.3% +$551 0.16% 62
2024
Q2 		$163K Hold
304
– – 0.17% 63
2024
Q1 		$169K Sell
304
-26
-8% -$13.5K 0.16% 56
2023
Q4 		$168K Buy
+330
New +$153K 0.16% 58

Other funds holding MDY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Fairman Group's MDY Position: Q2 2026 in Review

Fairman Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 190 shares worth $134K. The position accounts for 0.11% of the portfolio, ranked #69.

Fairman Group first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $175K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Fairman Group held 190 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $134K as of Q2 2026.
  • Fairman Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Fairman Group's portfolio in Q2 2026, its #69 holding.
  • Fairman Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $175K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.