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Family Legacy Financial Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Family Legacy Financial Solutions’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
-5
Closed -$2.84K – 278
2025
Q2 		$2.84K Buy
+5
New +$2.68K ﹤0.01% 187

Other funds holding MDY

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Family Legacy Financial Solutions's MDY Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 5 shares — an estimated $2.84K sold.

Family Legacy Financial Solutions first reported a position in MDY in Q2 2025 and held it in 1 quarter. The position peaked at $2.84K in Q2 2025. 1,369 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $2.84K.
  • Family Legacy Financial Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.84K in Q2 2025.
  • 1,369 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.