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

Mayflower Financial 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
Q2 		$4.74M Sell
6,746
-77
-1% -$51.6K 0.41% 67
2026
Q1 		$4.21M Sell
6,823
-100
-1% -$63.4K 0.51% 55
2025
Q4 		$4.18M Sell
6,923
-1,797
-21% -$1.08M 0.51% 54
2025
Q3 		$5.2M Sell
8,720
-306
-3% -$180K 0.65% 40
2025
Q2 		$5.11M Sell
9,026
-491
-5% -$264K 0.71% 37
2025
Q1 		$5.08M Sell
9,517
-133
-1% -$75.5K 0.77% 31
2024
Q4 		$5.5M Sell
9,650
-43
-0.4% -$25.2K 0.82% 29
2024
Q3 		$5.52M Sell
9,693
-189
-2% -$104K 0.83% 29
2024
Q2 		$5.29M Sell
9,882
-123
-1% -$66.1K 0.87% 28
2024
Q1 		$5.57M Sell
10,005
-138
-1% -$71.5K 0.93% 23
2023
Q4 		$5.15M Sell
10,143
-6
-0.1% -$2.79K 0.71% 36
2023
Q3 		$4.63M Sell
10,149
-49
-0.5% -$23.5K 0.69% 32
2023
Q2 		$4.88M Buy
10,198
+2
+0% +$911 0.63% 38
2023
Q1 		$4.67M Sell
10,196
-90
-0.9% -$42K 0.61% 39
2022
Q4 		$4.55M Buy
10,286
+266
+3% +$118K 0.63% 36
2022
Q3 		$4.03M Sell
10,020
-120
-1% -$53K 0.65% 33
2022
Q2 		$4.19M Sell
10,140
-261
-3% -$118K 0.64% 35
2022
Q1 		$5.1M Buy
10,401
+5
+0% +$2.43K 0.69% 32
2021
Q4 		$5.38M Sell
10,396
-40
-0.4% -$20.4K 0.71% 31
2021
Q3 		$5.25M Buy
10,436
+19
+0.2% +$9.33K 0.71% 33
2021
Q2 		$5.12M Sell
10,417
-81
-0.8% -$40K 0.7% 32
2021
Q1 		$5M Sell
10,498
-63
-0.6% -$28.7K 0.74% 30
2020
Q4 		$4.43M Buy
+10,561
New +$4.07M 0.77% 28

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

Mayflower Financial Advisors's MDY Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, selling an estimated $51.6K and leaving 6,746 shares worth $4.74M. The position accounts for 0.41% of the portfolio, ranked #67.

Mayflower Financial Advisors first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.57M in Q1 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Mayflower Financial Advisors held 6,746 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.74M as of Q2 2026.
  • Mayflower Financial Advisors sold 77 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $51.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.41% of Mayflower Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.57M in Q1 2024.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.