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

Farther Finance 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
2026 Q2	$2.55M	Sell	3,621 -431	-11%	-$289K	0.02%	636
2026 Q1	$2.52M	Buy	4,052 +459	+13%	+$291K	0.02%	553
2025 Q4	$2.17M	Buy	3,593 +286	+9%	+$171K	0.02%	554
2025 Q3	$1.97M	Buy	3,307 +1,170	+55%	+$687K	0.03%	457
2025 Q2	$1.21M	Buy	2,137 +360	+20%	+$193K	0.02%	516
2025 Q1	$953K	Buy	1,777 +342	+24%	+$194K	0.02%	527
2024 Q4	$817K	Sell	1,435 -34	-2%	-$19.9K	0.03%	435
2024 Q3	$837K	Buy	1,469 +435	+42%	+$240K	0.03%	403
2024 Q2	$548K	Buy	1,034 +2	+0.2%	+$1.07K	0.03%	454
2024 Q1	$570K	Buy	1,032 +1,000	+3,125%	+$518K	0.03%	363
2023 Q4	$16.2K	Buy	+32	New	+$14.9K	﹤0.01%	1400
2023 Q1	–	Sell	-3	Closed	-$1.33K	–	2399
2022 Q4	$1.33K	Buy	+3	New	+$1.33K	﹤0.01%	1578

Other funds holding MDY

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

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Farther Finance Advisors's MDY Position: Q2 2026 in Review

Farther Finance Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q2 2026, selling an estimated $289K and leaving 3,621 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #636.

Farther Finance Advisors first reported a position in MDY in Q4 2022 and has held it in 12 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Farther Finance Advisors held 3,621 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.55M as of Q2 2026.
Farther Finance Advisors sold 431 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $289K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #636 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 12 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.