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

Financial Connections Group’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
Q2 		– Sell
-31
Closed -$16K – 253
2025
Q1 		$16K Hold
31
– – 0.01% 142
2024
Q4 		$17K Hold
31
– – 0.01% 133
2024
Q3 		$17K Hold
31
– – 0.01% 131
2024
Q2 		$16K Hold
31
– – 0.01% 165
2024
Q1 		$18K Hold
31
– – 0.02% 81
2023
Q4 		$15K Hold
31
– – 0.01% 154
2023
Q3 		$14K Hold
31
– – 0.02% 88
2023
Q2 		$14K Hold
31
– – 0.01% 166
2023
Q1 		$14K Hold
31
– – 0.01% 154
2022
Q4 		$13K Hold
31
– – 0.01% 153
2022
Q3 		$12K Hold
31
– – 0.01% 139
2022
Q2 		$12K Hold
31
– – 0.01% 178
2022
Q1 		$15K Hold
31
– – 0.02% 164
2021
Q4 		$16K Buy
+31
New +$15.8K 0.02% 172

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return