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Larson Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Larson Financial Group’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 		$448K Sell
637
-13
-2% -$8.71K 0.01% 594
2026
Q1 		$401K Sell
650
-821
-56% -$520K 0.01% 544
2025
Q4 		$888K Buy
1,471
+814
+124% +$487K 0.03% 333
2025
Q3 		$392K Buy
657
+18
+3% +$10.6K 0.01% 528
2025
Q2 		$362K Sell
639
-37
-5% -$19.9K 0.01% 522
2025
Q1 		$361K Sell
676
-1,747
-72% -$992K 0.02% 479
2024
Q4 		$1.38M Buy
2,423
+47
+2% +$27.5K 0.07% 211
2024
Q3 		$1.35M Sell
2,376
-3,142
-57% -$1.73M 0.08% 202
2024
Q2 		$2.95M Buy
5,518
+53
+1% +$28.5K 0.2% 90
2024
Q1 		$3.04M Buy
5,465
+4,829
+759% +$2.5M 0.23% 82
2023
Q4 		$323K Sell
636
-4,665
-88% -$2.17M 0.03% 266
2023
Q3 		$2.42M Sell
5,301
-713
-12% -$342K 0.24% 82
2023
Q2 		$2.88M Sell
6,014
-104
-2% -$47.4K 0.29% 62
2023
Q1 		$2.8M Sell
6,118
-3
-0% -$1.4K 0.3% 58
2022
Q4 		$2.71M Buy
6,121
+5,659
+1,225% +$2.5M 0.32% 57
2022
Q3 		$186K Sell
462
-193
-29% -$85.2K 0.03% 275
2022
Q2 		$271K Sell
655
-1
-0.2% -$452 0.05% 155
2022
Q1 		$322K Sell
656
-5
-0.8% -$2.43K 0.05% 149
2021
Q4 		$342K Buy
661
+600
+984% +$305K 0.05% 150
2021
Q3 		$29K Buy
+61
New +$30K 0.01% 395

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Larson Financial Group's MDY Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2026, selling an estimated $8.71K and leaving 637 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #594.

Larson Financial Group first reported a position in MDY in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.04M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Larson Financial Group held 637 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $448K as of Q2 2026.
  • Larson Financial Group sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #594 holding.
  • Larson Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 20 quarters since.
  • Larson Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.04M in Q1 2024.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.