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

Fermata 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	$315K	Hold	448	–	–	0.06%	194
2026 Q1	$276K	Buy	448 +1	+0.2%	+$634	0.06%	195
2025 Q4	$270K	Buy	447 +11	+3%	+$6.58K	0.06%	179
2025 Q3	$260K	Buy	436 +1	+0.2%	+$587	0.07%	176
2025 Q2	$246K	Buy	435 +1	+0.2%	+$537	0.07%	196
2025 Q1	$231K	Sell	434 -76	-15%	-$43.1K	0.04%	250
2024 Q4	$291K	Hold	510	–	–	0.05%	207
2024 Q3	$291K	Buy	+510	New	+$281K	0.06%	185

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

Fermata Advisors's MDY Position: Q2 2026 in Review

Fermata Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 448 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #194.

Fermata Advisors first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Fermata Advisors held 448 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $315K as of Q2 2026.
Fermata Advisors 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 0.06% of Fermata Advisors's portfolio in Q2 2026, its #194 holding.
Fermata Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 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 Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.