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

Financial & Tax Architects’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	$235K	Sell	334 -7,356	-96%	-$4.93M	0.05%	109
2026 Q1	$4.74M	Buy	+7,690	New	+$4.87M	1.06%	34
2025 Q2	–	Sell	-18,520	Closed	-$9.88M	–	107
2025 Q1	$9.88M	Buy	+18,520	New	+$10.5M	2.48%	10
2024 Q2	–	Sell	-16,163	Closed	-$8.99M	–	89
2024 Q1	$8.99M	Buy	16,163 +15,573	+2,639%	+$8.07M	2.47%	11
2023 Q4	$299K	Buy	+590	New	+$274K	0.09%	75
2023 Q2	–	Sell	-14,390	Closed	-$6.6M	–	81
2023 Q1	$6.6M	Sell	14,390 -574	-4%	-$268K	2.17%	10
2022 Q4	$6.98M	Buy	+14,964	New	+$6.62M	2.38%	8
2022 Q2	–	Sell	-18,919	Closed	-$9.28M	–	91
2022 Q1	$9.28M	Buy	18,919 +17,039	+906%	+$8.29M	3.5%	5
2021 Q4	$973K	Buy	+1,880	New	+$956K	0.4%	64
2021 Q3	–	Sell	-2,112	Closed	-$1.04M	–	105
2021 Q2	$1.04M	Sell	2,112 -19,136	-90%	-$9.44M	0.51%	48
2021 Q1	$10.1M	Buy	+21,248	New	+$9.69M	5.67%	2

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 & Tax Architects's MDY Position: Q2 2026 in Review

Financial & Tax Architects reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 96% in Q2 2026, selling an estimated $4.93M and leaving 334 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #109.

Financial & Tax Architects first reported a position in MDY in Q1 2021 and has held it in 11 quarters since. The position peaked at $10.1M in Q1 2021. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Financial & Tax Architects held 334 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $235K as of Q2 2026.
Financial & Tax Architects sold 7,356 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.93M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Financial & Tax Architects's portfolio in Q2 2026, its #109 holding.
Financial & Tax Architects first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 11 quarters since.
Financial & Tax Architects's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.1M in Q1 2021.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.