Flaharty Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Flaharty Asset Management’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	–	Sell	-278	Closed	-$148K	–	336
2025 Q1	$148K	Buy	+278	New	+$158K	0.02%	131
2024 Q4	–	Sell	-278	Closed	-$158K	–	298
2024 Q3	$158K	Buy	+278	New	+$153K	0.02%	129
2023 Q4	–	Sell	-278	Closed	-$127K	–	306
2023 Q3	$127K	Buy	+278	New	+$133K	0.02%	132

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Flaharty Asset Management's MDY Position: Q2 2025 in Review

Flaharty Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 278 shares — an estimated $148K sold.

Flaharty Asset Management first reported a position in MDY in Q3 2023 and held it in 3 quarters. The position peaked at $158K in Q3 2024. 1,351 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Flaharty Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 278 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $148K.
Flaharty Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $158K in Q3 2024.
1,351 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.