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

Frank Rimerman 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	$1.36M	Sell	1,934 -21	-1%	-$14.1K	0.08%	192
2026 Q1	$1.21M	Hold	1,955	–	–	0.08%	205
2025 Q4	$1.18M	Hold	1,955	–	–	0.07%	205
2025 Q3	$1.17M	Sell	1,955 -3	-0.2%	-$1.76K	0.07%	209
2025 Q2	$1.11M	Sell	1,958 -4	-0.2%	-$2.15K	0.07%	196
2025 Q1	$1.05M	Sell	1,962 -133	-6%	-$75.5K	0.08%	192
2024 Q4	$1.19M	Sell	2,095 -4	-0.2%	-$2.35K	0.09%	175
2024 Q3	$1.2M	Hold	2,099	–	–	0.08%	186
2024 Q2	$1.12M	Hold	2,099	–	–	0.08%	198
2024 Q1	$1.17M	Hold	2,099	–	–	0.22%	48
2023 Q4	$1.07M	Buy	2,099 +185	+10%	+$85.9K	0.22%	48
2023 Q3	$874K	Hold	1,914	–	–	0.21%	49
2023 Q2	$917K	Sell	1,914 -183	-9%	-$83.3K	0.22%	47
2023 Q1	$962K	Buy	2,097 +183	+10%	+$85.3K	0.27%	45
2022 Q4	$848K	Hold	1,914	–	–	0.26%	41
2022 Q3	$769K	Sell	1,914 -35	-2%	-$15.5K	0.28%	46
2022 Q2	$806K	Hold	1,949	–	–	0.31%	40
2022 Q1	$956K	Sell	1,949 -165	-8%	-$80.3K	0.31%	42
2021 Q4	$1.09M	Hold	2,114	–	–	0.37%	41
2021 Q3	$1.02M	Sell	2,114 -50	-2%	-$24.6K	0.39%	35
2021 Q2	$1.06M	Hold	2,164	–	–	0.42%	31
2021 Q1	$1.03M	Hold	2,164	–	–	0.46%	27
2020 Q4	$909K	Buy	+2,164	New	+$833K	0.41%	32

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

Frank Rimerman Advisors's MDY Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, selling an estimated $14.1K and leaving 1,934 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #192.

Frank Rimerman Advisors first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Frank Rimerman Advisors held 1,934 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.36M as of Q2 2026.
Frank Rimerman Advisors sold 21 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $14.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Frank Rimerman Advisors's portfolio in Q2 2026, its #192 holding.
Frank Rimerman Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 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 Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.