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

Frisch Financial Group’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	$1.46M	Sell	2,066 -1	-0%	-$670	0.25%	60
2026 Q1	$1.28M	Buy	2,067 +6	+0.3%	+$3.8K	0.27%	52
2025 Q4	$1.24M	Buy	2,061 +5	+0.2%	+$2.99K	0.28%	55
2025 Q3	$1.23M	Buy	2,056 +6	+0.3%	+$3.52K	0.29%	50
2025 Q2	$1.17M	Sell	2,050 -40	-2%	-$21.5K	0.29%	50
2025 Q1	$1.12M	Buy	2,090 +6	+0.3%	+$3.41K	0.31%	46
2024 Q4	$1.19M	Sell	2,084 -45	-2%	-$26.4K	0.36%	40
2024 Q3	$1.22M	Buy	2,129 +146	+7%	+$80.4K	0.37%	40
2024 Q2	$1.06M	Buy	1,983 +4	+0.2%	+$2.15K	0.32%	41
2024 Q1	$1.1M	Buy	1,979 +6	+0.3%	+$3.11K	0.37%	37
2023 Q4	$1M	Buy	1,973 +7	+0.4%	+$3.25K	0.38%	41
2023 Q3	$898K	Sell	1,966 -98	-5%	-$47K	0.36%	41
2023 Q2	$989K	Buy	2,064 +240	+13%	+$109K	0.47%	39
2023 Q1	$836K	Sell	1,824 -78	-4%	-$36.4K	0.32%	48
2022 Q4	$842K	Buy	1,902 +32	+2%	+$14.2K	0.32%	52
2022 Q3	$751K	Buy	1,870 +6	+0.3%	+$2.65K	0.32%	48
2022 Q2	$771K	Buy	1,864 +4	+0.2%	+$1.81K	0.3%	49
2022 Q1	$912K	Sell	1,860 -48	-3%	-$23.4K	0.29%	50
2021 Q4	$986K	Buy	1,908 +59	+3%	+$30K	0.31%	54
2021 Q3	$889K	Sell	1,849 -49	-3%	-$24.1K	0.3%	52
2021 Q2	$933K	Sell	1,898 -75	-4%	-$37K	0.29%	53
2021 Q1	$940K	Buy	1,973 +6	+0.3%	+$2.74K	0.32%	49
2020 Q4	$826K	Sell	1,967 -7	-0.4%	-$2.7K	0.3%	43
2020 Q3	$669K	Buy	1,974 +1,096	+125%	+$374K	0.29%	46
2020 Q2	$285K	Sell	878 -275	-24%	-$83.4K	0.13%	71
2020 Q1	$303K	Sell	1,153 -202	-15%	-$68.5K	0.18%	71
2019 Q4	$509K	Sell	1,355 -88	-6%	-$31.8K	0.24%	60
2019 Q3	$509K	Sell	1,443 -692	-32%	-$242K	0.31%	50
2019 Q2	$757K	Sell	2,135 -139	-6%	-$48.6K	0.51%	34
2019 Q1	$785K	Sell	2,274 -354	-13%	-$119K	0.48%	39
2018 Q4	$795K	Buy	+2,628	New	+$875K	0.56%	41

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

Frisch Financial Group's MDY Position: Q2 2026 in Review

Frisch Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.05% in Q2 2026, selling an estimated $670 and leaving 2,066 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #60.

Frisch Financial Group first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Frisch Financial Group held 2,066 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.46M as of Q2 2026.
Frisch Financial Group sold 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Frisch Financial Group's portfolio in Q2 2026, its #60 holding.
Frisch Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 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 Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.