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

Founders Financial Alliance’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
Q1 		– Sell
-427
Closed -$243K – 634
2024
Q4 		$243K Hold
427
– – 0.07% 250
2024
Q3 		$243K Hold
427
– – 0.07% 253
2024
Q2 		$228K Buy
+427
New +$230K 0.07% 249
2020
Q4 		– Sell
-374
Closed -$134K – 909
2020
Q3 		$134K Buy
+374
New +$128K 0.08% 211

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
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

Founders Financial Alliance's MDY Position: Q1 2025 in Review

Founders Financial Alliance sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 427 shares — an estimated $243K sold.

Founders Financial Alliance first reported a position in MDY in Q3 2020 and held it in 4 quarters. The position peaked at $243K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Founders Financial Alliance reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 427 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $243K.
  • Founders Financial Alliance first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 4 quarters.
  • Founders Financial Alliance's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $243K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.