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

Focus Partners Wealth’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	$71.5M	Sell	101,693 -6,051	-6%	-$4.05M	0.07%	248
2026 Q1	$66.5M	Sell	107,744 -13,521	-11%	-$8.57M	0.07%	239
2025 Q4	$73.2M	Buy	121,265 +32,881	+37%	+$19.7M	0.08%	213
2025 Q3	$52.7M	Buy	88,384 +7,570	+9%	+$4.44M	0.09%	208
2025 Q2	$45.8M	Sell	80,814 -2,344	-3%	-$1.26M	0.1%	194
2025 Q1	$44.4M	Sell	83,158 -6,731	-7%	-$3.82M	0.11%	180
2024 Q4	$51.2M	Buy	89,889 +47,698	+113%	+$28M	0.13%	159
2024 Q3	$24M	Buy	42,191 +31,655	+300%	+$17.4M	0.08%	257
2024 Q2	$5.64M	Buy	10,536 +3,085	+41%	+$1.66M	0.02%	478
2024 Q1	$4.15M	Sell	7,451 -3,835	-34%	-$1.99M	0.03%	358
2023 Q4	$5.73M	Buy	+11,286	New	+$5.24M	0.08%	214

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 Wealth's MDY Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.6% in Q2 2026, selling an estimated $4.05M and leaving 101,693 shares worth $71.5M. The position accounts for 0.07% of the portfolio, ranked #248.

Focus Partners Wealth first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.2M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Focus Partners Wealth held 101,693 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $71.5M as of Q2 2026.
Focus Partners Wealth sold 6,051 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.05M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #248 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $73.2M in Q4 2025.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.