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

LM 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 Q1	$3.9K	Buy	2,407 +67	+3%	+$42.5K	0.06%	144
2025 Q4	$3.86K	Sell	2,340 -1,544	-40%	-$924K	0.07%	143
2025 Q3	$2.32M	Buy	3,884 +1,040	+37%	+$610K	0.33%	55
2025 Q2	$1.61M	Sell	2,844 -1,670	-37%	-$896K	0.21%	65
2025 Q1	$2.41M	Buy	4,514 +1,685	+60%	+$956K	0.43%	44
2024 Q4	$1.62M	Buy	2,829 +577	+26%	+$338K	0.29%	63
2024 Q3	$1.28M	Buy	2,252 +46	+2%	+$25.3K	0.26%	68
2024 Q2	$1.18M	Buy	2,206 +21	+1%	+$11.3K	﹤0.01%	88
2024 Q1	$1.22M	Buy	2,185 +794	+57%	+$411K	0.19%	86
2023 Q4	$706K	Buy	+1,391	New	+$646K	0.14%	95

Other funds holding MDY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return