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

Forum Finance 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
2026
Q2 		– Sell
-66
Closed -$33K – 356
2026
Q1 		$33K Buy
+66
New +$41.8K 0.02% 225

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Finance Group's MDY Position: Q2 2026 in Review

Forum Finance Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 66 shares — an estimated $33K sold.

Forum Finance Group first reported a position in MDY in Q1 2026 and held it in 1 quarter. The position peaked at $33K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Forum Finance Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Forum Finance Group sold 66 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $33K.
  • Forum Finance Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and held it in 1 quarter.
  • Forum Finance Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $33K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.