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

First Foundation 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	$255K	Hold	363	–	–	0.01%	316
2026 Q1	$224K	Hold	363	–	–	0.01%	317
2025 Q4	$219K	Buy	363 +18	+5%	+$10.8K	0.01%	318
2025 Q3	$206K	Buy	+345	New	+$202K	0.01%	316
2025 Q1	–	Sell	-545	Closed	-$310K	–	340
2024 Q4	$310K	Buy	545 +1	+0.2%	+$586	0.01%	285
2024 Q3	$310K	Hold	544	–	–	0.01%	281
2024 Q2	$291K	Sell	544 -155	-22%	-$83.3K	0.01%	284
2024 Q1	$389K	Buy	699 +155	+28%	+$80.3K	0.02%	250
2023 Q4	$276K	Hold	544	–	–	0.01%	298
2023 Q3	$248K	Hold	544	–	–	0.01%	357
2023 Q2	$261K	Hold	544	–	–	0.01%	341
2023 Q1	$249K	Buy	+544	New	+$254K	0.01%	325
2022 Q2	–	Sell	-419	Closed	-$205K	–	434
2022 Q1	$205K	Hold	419	–	–	0.01%	396
2021 Q4	$217K	Hold	419	–	–	0.01%	403
2021 Q3	$201K	Hold	419	–	–	0.01%	425
2021 Q2	$206K	Buy	+419	New	+$207K	0.01%	428
2015 Q4	–	Sell	-1,739	Closed	-$433K	–	306
2015 Q3	$433K	Buy	+1,739	New	+$461K	0.04%	164
2015 Q2	–	Sell	-2,213	Closed	-$614K	–	259
2015 Q1	$614K	Buy	2,213 +527	+31%	+$142K	0.05%	135
2014 Q4	$445K	Buy	1,686 +805	+91%	+$206K	0.04%	155
2014 Q3	$220K	Buy	+881	New	+$226K	0.02%	203

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

First Foundation Advisors's MDY Position: Q2 2026 in Review

First Foundation Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 363 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #316.

First Foundation Advisors first reported a position in MDY in Q3 2014 and has held it in 20 quarters since. The position peaked at $614K in Q1 2015. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

First Foundation Advisors held 363 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $255K as of Q2 2026.
First Foundation Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #316 holding.
First Foundation Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2014 and has held it in 20 quarters since.
First Foundation Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $614K in Q1 2015.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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