Fortitude Family Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Fortitude Family Office’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 Q4	–	Sell	-10	Closed	-$5.96K	–	2043
2025 Q3	$5.96K	Hold	10	–	–	﹤0.01%	749
2025 Q2	$5.67K	Hold	10	–	–	﹤0.01%	755
2025 Q1	$5.33K	Hold	10	–	–	﹤0.01%	713
2024 Q4	$5.7K	Hold	10	–	–	﹤0.01%	796
2024 Q3	$5.7K	Buy	+10	New	+$5.51K	﹤0.01%	748
2024 Q2	–	Sell	-15	Closed	-$8.46K	–	1025
2024 Q1	$8.46K	Hold	15	–	–	0.01%	436
2023 Q4	$7.68K	Buy	+15	New	+$6.96K	0.01%	478

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fortitude Family Office's MDY Position: Q4 2025 in Review

Fortitude Family Office sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 10 shares — an estimated $5.96K sold.

Fortitude Family Office first reported a position in MDY in Q4 2023 and held it in 7 quarters. The position peaked at $8.46K in Q1 2024. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Fortitude Family Office reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $5.96K.
Fortitude Family Office first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 7 quarters.
Fortitude Family Office's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.46K in Q1 2024.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.