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

Focus Financial Network’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	$1.72M	Sell	2,445 -115	-4%	-$77K	0.05%	261
2026 Q1	$1.58M	Sell	2,560 -237	-8%	-$150K	0.06%	252
2025 Q4	$1.69M	Buy	2,797 +98	+4%	+$58.6K	0.06%	237
2025 Q3	$1.61M	Sell	2,699 -54	-2%	-$31.7K	0.06%	239
2025 Q2	$1.56M	Sell	2,753 -119	-4%	-$63.9K	0.06%	227
2025 Q1	$1.53M	Sell	2,872 -270	-9%	-$153K	0.06%	220
2024 Q4	$1.79M	Sell	3,142 -260	-8%	-$152K	0.07%	195
2024 Q3	$1.94M	Sell	3,402 -221	-6%	-$122K	0.08%	190
2024 Q2	$2.03M	Buy	3,623 +1	+0%	+$538	0.09%	173
2024 Q1	$1.87M	Sell	3,622 -1,228	-25%	-$636K	0.09%	169
2023 Q4	$2.47M	Buy	4,850 +1,241	+34%	+$576K	0.09%	181
2023 Q3	$1.65M	Sell	3,609 -45	-1%	-$21.6K	0.09%	163
2023 Q2	$1.76M	Sell	3,654 -213	-6%	-$97K	0.1%	166
2023 Q1	$1.78M	Sell	3,867 -15	-0.4%	-$6.99K	0.11%	152
2022 Q4	$1.73M	Sell	3,882 -60	-2%	-$26.5K	0.14%	129
2022 Q3	$1.59M	Sell	3,942 -44	-1%	-$19.4K	0.14%	132
2022 Q2	$1.65M	Buy	3,986 +30	+0.8%	+$13.5K	0.14%	131
2022 Q1	$1.94M	Buy	3,956 +3,263	+471%	+$1.59M	0.14%	131
2021 Q4	$360K	Buy	693 +248	+56%	+$126K	0.05%	263
2021 Q3	$215K	Hold	445	–	–	0.03%	388
2021 Q2	$219K	Hold	445	–	–	0.03%	386
2021 Q1	$212K	Sell	445 -4,164	-90%	-$1.9M	0.02%	381
2020 Q4	$1.94M	Sell	4,609 -38	-0.8%	-$14.6K	0.17%	115
2020 Q3	$1.58M	Buy	4,647 +1	+0%	+$341	0.15%	136
2020 Q2	$1.51M	Buy	4,646 +1	+0%	+$303	0.17%	120
2020 Q1	$1.23M	Sell	4,645 -109	-2%	-$37K	0.16%	122
2019 Q4	$1.79M	Sell	4,754 -25	-0.5%	-$9.04K	0.22%	101
2019 Q3	$1.69M	Sell	4,779 -70	-1%	-$24.5K	0.23%	92
2019 Q2	$1.73M	Buy	4,849 +1	+0%	+$349	0.26%	79
2019 Q1	$1.68M	Buy	+4,848	New	+$1.63M	0.27%	74

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

Focus Financial Network's MDY Position: Q2 2026 in Review

Focus Financial Network reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.5% in Q2 2026, selling an estimated $77K and leaving 2,445 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #261.

Focus Financial Network first reported a position in MDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.47M in Q4 2023. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Focus Financial Network held 2,445 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.72M as of Q2 2026.
Focus Financial Network sold 115 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $77K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #261 holding.
Focus Financial Network first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.47M in Q4 2023.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.