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

Financial Council’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	$369K	Sell	525 -60	-10%	-$40.2K	0.12%	66
2026 Q1	$361K	Hold	585	–	–	0.14%	65
2025 Q4	$353K	Hold	585	–	–	0.14%	63
2025 Q3	$349K	Hold	585	–	–	0.15%	61
2025 Q2	$331K	Hold	585	–	–	0.16%	60
2025 Q1	$312K	Buy	585 +46	+9%	+$26.1K	0.17%	61
2024 Q4	$307K	Buy	539 +66	+14%	+$38.7K	0.16%	65
2024 Q3	$269K	Buy	+473	New	+$261K	0.14%	72

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 Council's MDY Position: Q2 2026 in Review

Financial Council reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q2 2026, selling an estimated $40.2K and leaving 525 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #66.

Financial Council first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Financial Council held 525 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $369K as of Q2 2026.
Financial Council sold 60 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $40.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Financial Council's portfolio in Q2 2026, its #66 holding.
Financial Council 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.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.