Horan Securities’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Horan Securities’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	$280K	Buy	+495	New	+$266K	0.1%	112
2023 Q3	–	Sell	-125	Closed	-$59.9K	–	427
2023 Q2	$59.9K	Hold	125	–	–	0.03%	216
2023 Q1	$57.3K	Hold	125	–	–	0.03%	203
2022 Q4	$55.3K	Hold	125	–	–	0.03%	194
2022 Q3	$50K	Hold	125	–	–	0.03%	183
2022 Q2	$52K	Hold	125	–	–	0.03%	169
2022 Q1	$61K	Hold	125	–	–	0.04%	163
2021 Q4	$65K	Buy	+125	New	+$63.6K	0.04%	158
2021 Q2	$61K	Hold	125	–	–	0.04%	152
2021 Q1	$60K	Hold	125	–	–	0.05%	129
2020 Q4	$52K	Hold	125	–	–	0.04%	122
2020 Q3	$42K	Hold	125	–	–	0.04%	113
2020 Q2	$41K	Hold	125	–	–	0.05%	83
2020 Q1	$33K	Buy	+125	New	+$42.4K	0.05%	87
2019 Q4	–	Sell	-125	Closed	-$44K	–	152
2019 Q3	$44K	Hold	125	–	–	0.05%	76
2019 Q2	$44K	Hold	125	–	–	0.05%	74
2019 Q1	$43K	Hold	125	–	–	0.05%	70
2018 Q4	$40K	Hold	125	–	–	0.05%	74
2018 Q3	$43K	Hold	125	–	–	0.04%	63
2018 Q2	$45K	Hold	125	–	–	0.04%	59
2018 Q1	$43K	Hold	125	–	–	0.04%	59
2017 Q4	$45K	Hold	125	–	–	0.04%	63
2017 Q3	$41K	Hold	125	–	–	0.04%	57
2017 Q2	$40K	Buy	125 +25	+25%	+$7.87K	0.04%	54
2017 Q1	$31K	Buy	+100	New	+$31K	0.04%	55
2016 Q4	–	Sell	-100	Closed	-$28K	–	103
2016 Q3	$28K	Buy	+100	New	+$28.2K	0.04%	48

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

Horan Securities's MDY Position: Q2 2025 in Review

Horan Securities opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025: 495 shares worth $280K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings. This is a return to the name: Horan Securities previously reported a position in MDY as recently as Q2 2023.

Horan Securities first reported a position in MDY in Q3 2016 and has held it in 26 quarters since. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Horan Securities held 495 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $280K as of Q2 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Horan Securities position in Q2 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Horan Securities's portfolio in Q2 2025, its #112 holding.
Horan Securities first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and has held it in 26 quarters since.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.