Foundations Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Foundations Investment Advisors’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	$1.04M	Sell	1,473 -63	-4%	-$42.2K	0.01%	560
2026 Q1	$948K	Sell	1,536 -229	-13%	-$145K	0.01%	534
2025 Q4	$1.06M	Buy	1,765 +654	+59%	+$391K	0.01%	498
2025 Q3	$662K	Sell	1,111 -71	-6%	-$41.7K	0.01%	582
2025 Q2	$669K	Buy	1,182 +71	+6%	+$38.1K	0.01%	515
2025 Q1	$593K	Buy	1,111 +72	+7%	+$40.9K	0.01%	534
2024 Q4	$592K	Buy	1,039 +54	+5%	+$31.7K	0.01%	512
2024 Q3	$561K	Buy	985 +172	+21%	+$94.8K	0.01%	496
2024 Q2	$435K	Buy	813 +41	+5%	+$22K	0.01%	524
2024 Q1	$430K	Sell	772 -413	-35%	-$214K	0.01%	500
2023 Q4	$599K	Buy	1,185 +383	+48%	+$178K	0.02%	396
2023 Q3	$366K	Sell	802 -38	-5%	-$18.2K	0.01%	462
2023 Q2	$402K	Sell	840 -482	-36%	-$219K	0.01%	405
2023 Q1	$606K	Buy	1,322 +417	+46%	+$194K	0.02%	298
2022 Q4	$401K	Buy	905 +109	+14%	+$48.2K	0.02%	312
2022 Q3	$320K	Buy	796 +120	+18%	+$53K	0.01%	316
2022 Q2	$281K	Buy	+676	New	+$305K	0.01%	313
2021 Q2	–	Sell	-483	Closed	-$233K	–	304
2021 Q1	$233K	Hold	483	–	–	0.01%	200
2020 Q4	$213K	Buy	+483	New	+$186K	0.01%	177
2019 Q2	–	Sell	-129,136	Closed	-$44.6M	–	127
2019 Q1	$44.6M	Buy	129,136 +81,627	+172%	+$27.5M	7.74%	3
2018 Q4	$16.1M	Buy	47,509 +34,676	+270%	+$11.5M	3.41%	10
2018 Q3	$4.72M	Buy	12,833 +976	+8%	+$357K	1.15%	17
2018 Q2	$4.21M	Buy	+11,857	New	+$4.17M	1.12%	21

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

Foundations Investment Advisors's MDY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2026, selling an estimated $42.2K and leaving 1,473 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #560.

Foundations Investment Advisors first reported a position in MDY in Q2 2018 and has held it in 23 quarters since. The position peaked at $44.6M in Q1 2019. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Foundations Investment Advisors held 1,473 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.04M as of Q2 2026.
Foundations Investment Advisors sold 63 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $42.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #560 holding.
Foundations Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 23 quarters since.
Foundations Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $44.6M in Q1 2019.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.