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

Fusion Family Wealth’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	–	Sell	-500	Closed	-$283K	–	49
2025 Q2	$283K	Hold	500	–	–	0.02%	41
2025 Q1	$267K	Hold	500	–	–	0.02%	41
2024 Q4	$285K	Hold	500	–	–	0.03%	40
2024 Q3	$285K	Hold	500	–	–	0.03%	40
2024 Q2	$268K	Hold	500	–	–	0.03%	39
2024 Q1	$278K	Hold	500	–	–	0.03%	38
2023 Q4	$254K	Hold	500	–	–	0.03%	36
2023 Q3	$228K	Hold	500	–	–	0.03%	38
2023 Q2	$239K	Hold	500	–	–	0.03%	39
2023 Q1	$229K	Hold	500	–	–	0.03%	35
2022 Q4	$221K	Hold	500	–	–	0.03%	35
2022 Q3	$240K	Hold	500	–	–	0.04%	32
2022 Q2	$207K	Hold	500	–	–	0.03%	35
2022 Q1	$245K	Hold	500	–	–	0.03%	34
2021 Q4	$259K	Hold	500	–	–	0.04%	32
2021 Q3	$240K	Hold	500	–	–	0.04%	32
2021 Q2	$246K	Hold	500	–	–	0.04%	31
2021 Q1	$238K	Hold	500	–	–	0.04%	30
2020 Q4	$210K	Hold	500	–	–	0.04%	30
2020 Q3	$170K	Hold	500	–	–	0.03%	33
2020 Q2	$162K	Sell	500 -64	-11%	-$19.4K	0.04%	32
2020 Q1	$149K	Hold	564	–	–	0.04%	35
2019 Q4	$213K	Hold	564	–	–	0.05%	38
2019 Q3	$200K	Hold	564	–	–	0.05%	37
2019 Q2	$200K	Hold	564	–	–	0.05%	42
2019 Q1	$195K	Sell	564 -28	-5%	-$9.42K	0.05%	40
2018 Q4	$179K	Hold	592	–	–	0.05%	67
2018 Q3	$218K	Hold	592	–	–	0.06%	58
2018 Q2	$210K	Hold	592	–	–	0.06%	63
2018 Q1	$202K	Hold	592	–	–	0.07%	54
2017 Q4	$204K	Hold	592	–	–	0.05%	69
2017 Q3	$193K	Hold	592	–	–	0.07%	49
2017 Q2	$188K	Hold	592	–	–	0.06%	73
2017 Q1	$185K	Sell	592 -23	-4%	-$7.14K	0.07%	73
2016 Q4	$187K	Buy	+615	New	+$178K	0.11%	69

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Fusion Family Wealth's MDY Position: Q3 2025 in Review

Fusion Family Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 500 shares — an estimated $283K sold.

Fusion Family Wealth first reported a position in MDY in Q4 2016 and held it in 35 quarters. The position peaked at $285K in Q3 2024. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Fusion Family Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Fusion Family Wealth sold 500 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $283K.
Fusion Family Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and held it in 35 quarters.
Fusion Family Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $285K in Q3 2024.
1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Fusion Family Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.