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

Founders Financial Securities’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	$5.71M	Buy	8,113 +6,325	+354%	+$4.24M	0.29%	66
2026 Q1	$1.15M	Sell	1,788 -99	-5%	-$62.7K	0.07%	268
2025 Q4	$1.14M	Sell	1,887 -38	-2%	-$22.7K	0.07%	263
2025 Q3	$1.15M	Sell	1,925 -127	-6%	-$74.5K	0.08%	236
2025 Q2	$1.16M	Buy	2,052 +17	+0.8%	+$9.12K	0.09%	215
2025 Q1	$1.06M	Sell	2,035 -23	-1%	-$13.1K	0.09%	208
2024 Q4	$1.17M	Buy	2,058 +3	+0.1%	+$1.76K	0.11%	165
2024 Q3	$1.17M	Sell	2,055 -518	-20%	-$285K	0.11%	165
2024 Q2	$1.38M	Sell	2,573 -17	-0.7%	-$9.14K	0.13%	141
2024 Q1	$1.44M	Sell	2,590 -568	-18%	-$294K	0.15%	125
2023 Q4	$1.6M	Buy	3,158 +72	+2%	+$33.4K	0.18%	108
2023 Q3	$1.41M	Sell	3,086 -63	-2%	-$30.2K	0.18%	103
2023 Q2	$1.51M	Sell	3,149 -221	-7%	-$101K	0.2%	97
2023 Q1	$1.54M	Sell	3,370 -348	-9%	-$162K	0.22%	89
2022 Q4	$1.65M	Sell	3,718 -51	-1%	-$22.6K	0.26%	83
2022 Q3	$1.51M	Buy	3,769 +37	+1%	+$16.3K	0.27%	84
2022 Q2	$1.54M	Buy	3,732 +17	+0.5%	+$7.68K	0.3%	70
2022 Q1	$1.82M	Sell	3,715 -17	-0.5%	-$8.27K	0.32%	70
2021 Q4	$1.93M	Sell	3,732 -1,346	-27%	-$685K	0.35%	68
2021 Q3	$2.44M	Sell	5,078 -503	-9%	-$247K	0.49%	45
2021 Q2	$2.74M	Sell	5,581 -83	-1%	-$40.9K	0.54%	37
2021 Q1	$2.7M	Buy	5,664 +1,604	+40%	+$731K	0.62%	32
2020 Q4	$1.71M	Sell	4,060 -4,070	-50%	-$1.57M	0.41%	45
2020 Q3	$2.75M	Buy	8,130 +3,849	+90%	+$1.31M	0.88%	27
2020 Q2	$1.39M	Buy	+4,281	New	+$1.3M	0.45%	51

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

Founders Financial Securities's MDY Position: Q2 2026 in Review

Founders Financial Securities increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 354% in Q2 2026, buying an estimated $4.24M and bringing the position to 8,113 shares worth $5.71M. The position accounts for 0.29% of the portfolio, ranked #66.

Founders Financial Securities first reported a position in MDY in Q2 2020 and has held it in 25 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Founders Financial Securities held 8,113 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.71M as of Q2 2026.
Founders Financial Securities bought 6,325 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.24M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Founders Financial Securities's portfolio in Q2 2026, its #66 holding.
Founders Financial Securities first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and has held it in 25 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 Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.