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 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

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

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

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

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

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

Financial Connections Group's MDY Position: Q2 2025 in Review

Financial Connections Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 31 shares — an estimated $16K sold.

Financial Connections Group first reported a position in MDY in Q4 2021 and held it in 14 quarters. The position peaked at $18K in Q1 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Financial Connections Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Financial Connections Group sold 31 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $16K.
Financial Connections Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 14 quarters.
Financial Connections Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $18K in Q1 2024.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Financial Connections Group's 13F filing for Q2 2025, filed 24 Jul 2025.