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

Forum Financial Management’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	$798K	Buy	1,134 +262	+30%	+$175K	0.01%	156
2026 Q1	$538K	Sell	872 -13	-1%	-$8.24K	0.01%	187
2025 Q4	$534K	Hold	885	–	–	0.01%	441
2025 Q3	$528K	Hold	885	–	–	0.01%	436
2025 Q2	$502K	Buy	885 +235	+36%	+$126K	0.01%	408
2025 Q1	$347K	Hold	650	–	–	0.01%	523
2024 Q4	$370K	Hold	650	–	–	0.01%	507
2024 Q3	$370K	Buy	650 +70	+12%	+$38.6K	0.01%	430
2024 Q2	$310K	Hold	580	–	–	0.01%	464
2024 Q1	$323K	Hold	580	–	–	0.01%	470
2023 Q4	$294K	Sell	580 -87	-13%	-$40.4K	0.01%	465
2023 Q3	$305K	Buy	667 +87	+15%	+$41.7K	0.01%	420
2023 Q2	$278K	Hold	580	–	–	0.01%	465
2023 Q1	$266K	Hold	580	–	–	0.01%	446
2022 Q4	$257K	Hold	580	–	–	0.01%	441
2022 Q3	$233K	Hold	580	–	–	0.01%	441
2022 Q2	$240K	Buy	+580	New	+$262K	0.01%	447

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

Forum Financial Management's MDY Position: Q2 2026 in Review

Forum Financial Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 30% in Q2 2026, buying an estimated $175K and bringing the position to 1,134 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #156.

Forum Financial Management first reported a position in MDY in Q2 2022 and has held it in 17 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Forum Financial Management held 1,134 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $798K as of Q2 2026.
Forum Financial Management bought 262 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $175K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #156 holding.
Forum Financial Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 17 quarters since.
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 Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.