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

First Pacific Financial’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	$274K	Sell	390 -19	-5%	-$12.7K	0.03%	160
2026 Q1	$252K	Buy	409 +1	+0.2%	+$634	0.03%	158
2025 Q4	$246K	Sell	408 -24	-6%	-$14.4K	0.03%	161
2025 Q3	$258K	Buy	432 +1	+0.2%	+$587	0.04%	154
2025 Q2	$244K	Sell	431 -17	-4%	-$9.12K	0.04%	157
2025 Q1	$239K	Buy	448 +2	+0.4%	+$1.14K	0.05%	124
2024 Q4	$254K	Sell	446 -19	-4%	-$11.1K	0.06%	126
2024 Q3	$265K	Buy	465 +2	+0.4%	+$1.1K	0.06%	120
2024 Q2	$248K	Buy	463 +1	+0.2%	+$538	0.06%	111
2024 Q1	$257K	Buy	462 +1	+0.2%	+$518	0.07%	112
2023 Q4	$234K	Buy	461 +2	+0.4%	+$929	0.07%	112
2023 Q3	$210K	Sell	459 -300	-40%	-$144K	0.09%	103
2023 Q2	$363K	Hold	759	–	–	0.15%	97
2023 Q1	$348K	Sell	759 -30	-4%	-$14K	0.16%	97
2022 Q4	$349K	Sell	789 -7	-0.9%	-$3.1K	0.17%	97
2022 Q3	$320K	Sell	796 -77	-9%	-$34K	0.18%	91
2022 Q2	$361K	Hold	873	–	–	0.17%	94
2022 Q1	$428K	Sell	873 -44	-5%	-$21.4K	0.22%	81
2021 Q4	$475K	Sell	917 -54	-6%	-$27.5K	0.23%	85
2021 Q3	$467K	Sell	971 -102	-10%	-$50.1K	0.25%	81
2021 Q2	$527K	Buy	1,073 +44	+4%	+$21.7K	0.29%	75
2021 Q1	$490K	Sell	1,029 -1,013	-50%	-$462K	0.31%	72
2020 Q4	$857K	Buy	+2,042	New	+$786K	0.52%	22

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

First Pacific Financial's MDY Position: Q2 2026 in Review

First Pacific Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q2 2026, selling an estimated $12.7K and leaving 390 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #160.

First Pacific Financial first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $857K in Q4 2020. 630 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

First Pacific Financial held 390 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $274K as of Q2 2026.
First Pacific Financial sold 19 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $12.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of First Pacific Financial's portfolio in Q2 2026, its #160 holding.
First Pacific Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
First Pacific Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $857K in Q4 2020.
630 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.