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

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

Fortem Financial Group's MDY Position: Q2 2025 in Review

Fortem Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 376 shares — an estimated $201K sold.

Fortem Financial Group first reported a position in MDY in Q2 2022 and held it in 9 quarters. The position peaked at $438K in Q4 2022. 1,351 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Fortem Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Fortem Financial Group sold 376 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $201K.
Fortem Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and held it in 9 quarters.
Fortem Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $438K in Q4 2022.
1,351 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.