Global Financial Private Client’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-16	Closed	-$8.54K	–	1037
2025 Q1	$8.54K	Hold	16	–	–	﹤0.01%	602
2024 Q4	$9.11K	Hold	16	–	–	﹤0.01%	563
2024 Q3	$9.12K	Hold	16	–	–	﹤0.01%	569
2024 Q2	$8.56K	Hold	16	–	–	﹤0.01%	461
2024 Q1	$8.84K	Hold	16	–	–	﹤0.01%	472
2023 Q4	$8.12K	Hold	16	–	–	﹤0.01%	481
2023 Q3	$7.21K	Hold	16	–	–	﹤0.01%	473
2023 Q2	$7.67K	Hold	16	–	–	﹤0.01%	467
2023 Q1	$7.33K	Hold	16	–	–	﹤0.01%	481
2022 Q4	$7.08K	Hold	16	–	–	﹤0.01%	460
2022 Q3	$6.61K	Hold	16	–	–	﹤0.01%	444
2022 Q2	$6.7K	Sell	16 -24	-60%	-$10.8K	﹤0.01%	437
2022 Q1	$19.8K	Buy	40 +24	+150%	+$11.7K	0.01%	352
2021 Q4	$8.28K	Hold	16	–	–	﹤0.01%	413
2021 Q3	$7.82K	Hold	16	–	–	﹤0.01%	370
2021 Q2	$7.92K	Hold	16	–	–	﹤0.01%	377
2021 Q1	$7.72K	Hold	16	–	–	0.01%	327
2020 Q4	$6.72K	Buy	+16	New	+$6.16K	0.01%	331
2020 Q3	–	Sell	-61	Closed	-$19.7K	–	497
2020 Q2	$19.7K	Sell	61 -300	-83%	-$91K	0.02%	298
2020 Q1	$89.2K	Sell	361 -3	-0.8%	-$1.02K	0.09%	156
2019 Q4	$137K	Buy	+364	New	+$132K	0.11%	141

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Global Financial Private Client's MDY Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 16 shares — an estimated $8.54K sold.

Global Financial Private Client first reported a position in MDY in Q4 2019 and held it in 21 quarters. The position peaked at $137K in Q4 2019. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 16 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $8.54K.
Global Financial Private Client first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 21 quarters.
Global Financial Private Client's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $137K in Q4 2019.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.