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

FSM Wealth 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	$278K	Hold	395	–	–	0.03%	276
2026 Q1	$244K	Hold	395	–	–	0.03%	273
2025 Q4	$238K	Sell	395 -21	-5%	-$12.6K	0.03%	277
2025 Q3	$248K	Hold	416	–	–	0.04%	273
2025 Q2	$240K	Sell	416 -23	-5%	-$12.3K	0.04%	245
2025 Q1	$234K	Hold	439	–	–	0.05%	189
2024 Q4	$258K	Hold	439	–	–	0.06%	152
2024 Q3	$250K	Sell	439 -86	-16%	-$47.4K	0.07%	149
2024 Q2	$281K	Hold	525	–	–	0.09%	120
2024 Q1	$292K	Buy	525 +23	+5%	+$11.9K	0.1%	124
2023 Q4	$255K	Sell	502 -88	-15%	-$40.9K	0.11%	126
2023 Q3	$269K	Sell	590 -432	-42%	-$207K	0.14%	117
2023 Q2	$497K	Hold	1,022	–	–	0.25%	83
2023 Q1	$469K	Hold	1,022	–	–	0.27%	81
2022 Q4	$453K	Buy	1,022 +66	+7%	+$29.2K	0.32%	78
2022 Q3	$384K	Hold	956	–	–	0.32%	79
2022 Q2	$440K	Buy	+956	New	+$432K	0.44%	62

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

FSM Wealth Advisors's MDY Position: Q2 2026 in Review

FSM Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 395 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #276.

FSM Wealth Advisors first reported a position in MDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $497K in Q2 2023. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

FSM Wealth Advisors held 395 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $278K as of Q2 2026.
FSM Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #276 holding.
FSM Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 17 quarters since.
FSM Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $497K in Q2 2023.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.