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

Financial Engines 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	$5.05M	Sell	7,173 -205	-3%	-$137K	0.01%	145
2026 Q1	$4.55M	Sell	7,378 -935	-11%	-$593K	0.01%	148
2025 Q4	$5.02M	Buy	8,313 +330	+4%	+$197K	0.01%	146
2025 Q3	$4.76M	Sell	7,983 -103	-1%	-$60.5K	0.01%	152
2025 Q2	$4.58M	Sell	8,086 -408	-5%	-$219K	0.01%	153
2025 Q1	$4.53M	Sell	8,494 -211	-2%	-$120K	0.01%	136
2024 Q4	$4.96M	Sell	8,705 -331	-4%	-$194K	0.01%	140
2024 Q3	$5.16M	Sell	9,036 -139	-2%	-$76.6K	0.01%	120
2024 Q2	$4.93M	Buy	9,175 +176	+2%	+$94.6K	0.01%	122
2024 Q1	$5.02M	Sell	8,999 -122	-1%	-$63.2K	0.01%	109
2023 Q4	$4.65M	Sell	9,121 -464	-5%	-$215K	0.01%	104
2023 Q3	$4.39M	Sell	9,585 -1,626	-15%	-$779K	0.01%	87
2023 Q2	$5.39M	Sell	11,211 -1,035	-8%	-$471K	0.01%	86
2023 Q1	$5.63M	Sell	12,246 -1,296	-10%	-$604K	0.01%	90
2022 Q4	$6.02M	Sell	13,542 -15,433	-53%	-$6.82M	0.02%	90
2022 Q3	$11.7M	Sell	28,975 -2,401	-8%	-$1.06M	0.04%	72
2022 Q2	$13M	Sell	31,376 -1,677	-5%	-$757K	0.04%	67
2022 Q1	$16.2M	Buy	33,053 +32,213	+3,835%	+$15.7M	0.04%	64
2021 Q4	$436K	Sell	840 -52	-6%	-$26.5K	﹤0.01%	171
2021 Q3	$430K	Buy	892 +218	+32%	+$107K	﹤0.01%	182
2021 Q2	$331K	Sell	674 -29	-4%	-$14.3K	﹤0.01%	170
2021 Q1	$335K	Buy	703 +29	+4%	+$13.2K	﹤0.01%	197
2020 Q4	$284K	Buy	674 +56	+9%	+$21.6K	﹤0.01%	211
2020 Q3	$210K	Sell	618 -127	-17%	-$43.3K	﹤0.01%	227
2020 Q2	$242K	Buy	+745	New	+$226K	﹤0.01%	175
2018 Q4	–	Sell	-49	Closed	-$18K	–	153
2018 Q3	$18K	Buy	+49	New	+$17.9K	﹤0.01%	81

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 Engines Advisors's MDY Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q2 2026, selling an estimated $137K and leaving 7,173 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #145.

Financial Engines Advisors first reported a position in MDY in Q3 2018 and has held it in 26 quarters since. The position peaked at $16.2M in Q1 2022. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Financial Engines Advisors held 7,173 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.05M as of Q2 2026.
Financial Engines Advisors sold 205 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $137K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #145 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and has held it in 26 quarters since.
Financial Engines Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $16.2M in Q1 2022.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.