FSA Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

FSA Wealth Management’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 Q3	$86.4K	Hold	145	–	–	0.03%	106
2025 Q2	$82.1K	Hold	145	–	–	0.03%	105
2025 Q1	$77.4K	Hold	145	–	–	0.03%	108
2024 Q4	$82.6K	Hold	145	–	–	0.03%	105
2024 Q3	$82.6K	Buy	+145	New	+$79.9K	0.03%	110
2024 Q1	$80.7K	Hold	145	–	–	0.04%	97
2023 Q4	$74K	Buy	+145	New	+$67.3K	0.04%	99
2021 Q1	–	Sell	-145	Closed	-$61K	–	159
2020 Q4	$61K	Buy	+145	New	+$55.8K	0.03%	111
2020 Q3	–	Sell	-220	Closed	-$71K	–	225
2020 Q2	$71K	Hold	220	–	–	0.05%	97
2020 Q1	$58K	Hold	220	–	–	0.05%	97
2019 Q4	$83K	Buy	+220	New	+$79.5K	0.06%	100

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSA Wealth Management's MDY Position: Q3 2025 in Review

FSA Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 145 shares worth $86.4K. The position accounts for 0.03% of the portfolio, ranked #106.

FSA Wealth Management first reported a position in MDY in Q4 2019 and has held it in 11 quarters since. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

FSA Wealth Management held 145 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $86.4K as of Q3 2025.
FSA Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #106 holding.
FSA Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 11 quarters since.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.