Financial Partners Group (Tennessee)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Financial Partners Group (Tennessee)’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	$1.05M	Buy	1,857 +25	+1%	+$13.4K	0.38%	52
2025 Q1	$977K	Sell	1,832 -256	-12%	-$145K	0.42%	52
2024 Q4	$1.19M	Sell	2,088 -120	-5%	-$70.3K	0.49%	53
2024 Q3	$1.26M	Buy	2,208 +41	+2%	+$22.6K	0.47%	53
2024 Q2	$1.16M	Hold	2,167	–	–	0.45%	53
2024 Q1	$1.21M	Buy	2,167 +1,739	+406%	+$901K	0.47%	52
2023 Q4	$217K	Sell	428 -18	-4%	-$8.36K	0.1%	80
2023 Q3	$204K	Sell	446 -161	-27%	-$77.2K	0.1%	78
2023 Q2	$291K	Buy	+607	New	+$276K	0.15%	69

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Partners Group (Tennessee)'s MDY Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q2 2025, buying an estimated $13.4K and bringing the position to 1,857 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #52.

Financial Partners Group (Tennessee) first reported a position in MDY in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.26M in Q3 2024. 1,347 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Financial Partners Group (Tennessee) held 1,857 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.05M as of Q2 2025.
Financial Partners Group (Tennessee) bought 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $13.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.38% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #52 holding.
Financial Partners Group (Tennessee) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 9 quarters since.
Financial Partners Group (Tennessee)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.26M in Q3 2024.
1,347 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.