Focus Partners Advisor Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Focus Partners Advisor Solutions’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	$6.49M	Sell	9,224 -3,288	-26%	-$2.2M	0.06%	162
2026 Q1	$7.72M	Sell	12,512 -410	-3%	-$260K	0.08%	120
2025 Q4	$7.8M	Sell	12,922 -11,518	-47%	-$6.89M	0.1%	102
2025 Q3	$14.6M	Buy	24,440 +11,200	+85%	+$6.57M	0.17%	77
2025 Q2	$7.5M	Sell	13,240 -1,460	-10%	-$784K	0.1%	102
2025 Q1	$7.84M	Buy	14,700 +5,823	+66%	+$3.31M	0.12%	94
2024 Q4	$5.06M	Sell	8,877 -619	-7%	-$363K	0.09%	114
2024 Q3	$5.41M	Buy	9,496 +2,296	+32%	+$1.26M	0.11%	93
2024 Q2	$3.85M	Sell	7,200 -1,702	-19%	-$915K	0.1%	102
2024 Q1	$4.95M	Buy	8,902 +3,966	+80%	+$2.05M	0.14%	82
2023 Q4	$2.5M	Buy	4,936 +573	+13%	+$266K	0.12%	85
2023 Q3	$1.99M	Buy	4,363 +103	+2%	+$49.4K	0.1%	101
2023 Q2	$2.04M	Buy	4,260 +1,080	+34%	+$492K	0.11%	84
2023 Q1	$1.46M	Sell	3,180 -1,314	-29%	-$613K	0.09%	98
2022 Q4	$1.99M	Sell	4,494 -627	-12%	-$277K	0.15%	76
2022 Q3	$2.06M	Buy	5,121 +303	+6%	+$134K	0.12%	87
2022 Q2	$1.99M	Buy	4,818 +172	+4%	+$77.7K	0.17%	69
2022 Q1	$2.28M	Buy	4,646 +2,352	+103%	+$1.14M	0.23%	64
2021 Q4	$1.19M	Buy	+2,294	New	+$1.17M	0.25%	31

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 Partners Advisor Solutions's MDY Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 26% in Q2 2026, selling an estimated $2.2M and leaving 9,224 shares worth $6.49M. The position accounts for 0.06% of the portfolio, ranked #162.

Focus Partners Advisor Solutions first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q3 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Focus Partners Advisor Solutions held 9,224 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.49M as of Q2 2026.
Focus Partners Advisor Solutions sold 3,288 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.2M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #162 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Focus Partners Advisor Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $14.6M in Q3 2025.
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 Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.