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

Fortem Financial Group’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
-376
Closed -$201K – 186
2025
Q1 		$201K Hold
376
– – 0.08% 178
2024
Q4 		$214K Hold
376
– – 0.08% 167
2024
Q3 		$214K Hold
376
– – 0.09% 164
2024
Q2 		$201K Buy
+376
New +$202K 0.09% 161
2023
Q3 		– Sell
-495
Closed -$237K – 161
2023
Q2 		$237K Hold
495
– – 0.14% 142
2023
Q1 		$227K Sell
495
-495
-50% -$231K 0.15% 135
2022
Q4 		$438K Hold
990
– – 0.26% 107
2022
Q3 		$398K Sell
990
-10
-1% -$4.42K 0.28% 107
2022
Q2 		$413K Buy
+1,000
New +$452K 0.27% 112

Other funds holding MDY

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return