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

Farrow 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
2025 Q4	–	Sell	-3,095	Closed	-$1.84M	–	55
2025 Q3	$1.84M	Sell	3,095 -19	-0.6%	-$11.2K	1.07%	35
2025 Q2	$1.76M	Sell	3,114 -157	-5%	-$84.3K	1.07%	36
2025 Q1	$1.75M	Sell	3,271 -18	-0.5%	-$10.2K	1.17%	34
2024 Q4	$1.87M	Sell	3,289 -6	-0.2%	-$3.52K	1.21%	34
2024 Q3	$1.88M	Sell	3,295 -57	-2%	-$31.4K	1.18%	34
2024 Q2	$1.79M	Buy	3,352 +28	+0.8%	+$15.1K	1.22%	34
2024 Q1	$1.85M	Sell	3,324 -84	-2%	-$43.5K	1.3%	35
2023 Q4	$1.73M	Buy	+3,408	New	+$1.58M	1.3%	33

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Farrow Financial's MDY Position: Q4 2025 in Review

Farrow Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 3,095 shares — an estimated $1.84M sold.

Farrow Financial first reported a position in MDY in Q4 2023 and held it in 8 quarters. The position peaked at $1.88M in Q3 2024. 1,432 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Farrow Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Farrow Financial sold 3,095 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $1.84M.
Farrow Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 8 quarters.
Farrow Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.88M in Q3 2024.
1,432 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Farrow Financial's 13F filing for Q4 2025, filed 27 Jan 2026.