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

Maxele 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
2025 Q4	$457K	Hold	758	–	–	0.37%	60
2025 Q3	$452K	Hold	758	–	–	0.39%	57
2025 Q2	$429K	Sell	758 -32	-4%	-$17.2K	0.37%	61
2025 Q1	$421K	Hold	790	–	–	0.41%	57
2024 Q4	$450K	Buy	+790	New	+$463K	0.43%	53
2022 Q3	$347K	Sell	863 -39	-4%	-$17.2K	0.58%	47
2022 Q2	$373K	Sell	902 -73	-7%	-$33K	0.59%	49
2022 Q1	$478K	Sell	975 -25	-3%	-$12.2K	0.59%	46
2021 Q4	$518K	Buy	+1,000	New	+$509K	0.6%	46

Other funds holding MDY

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Pathstone Holdings

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

Northwestern Mutual Wealth Management

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

PNC Financial Services Group

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return