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

Financial Advisory Corporation’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	$209K	Buy	+297	New	+$199K	0.03%	55
2025 Q3	–	Sell	-407	Closed	-$231K	–	55
2025 Q2	$231K	Hold	407	–	–	0.04%	45
2025 Q1	$217K	Hold	407	–	–	0.04%	43
2024 Q4	$232K	Buy	+407	New	+$239K	0.04%	36

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

Financial Advisory Corporation's MDY Position: Q2 2026 in Review

Financial Advisory Corporation opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 297 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #55 among its holdings. This is a return to the name: Financial Advisory Corporation previously reported a position in MDY as recently as Q2 2025.

Financial Advisory Corporation first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. The position peaked at $232K in Q4 2024. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Financial Advisory Corporation held 297 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $209K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Financial Advisory Corporation position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Financial Advisory Corporation's portfolio in Q2 2026, its #55 holding.
Financial Advisory Corporation first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 4 quarters since.
Financial Advisory Corporation's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $232K in Q4 2024.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.