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

Pacific 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 		$891K Sell
1,266
-53
-4% -$35.5K 0.43% 50
2026
Q1 		$813K Buy
1,319
+29
+2% +$18.4K 0.44% 52
2025
Q4 		$778K Sell
1,290
-451
-26% -$270K 0.43% 48
2025
Q3 		$1.04M Buy
1,741
+23
+1% +$13.5K 0.77% 28
2025
Q2 		$973K Sell
1,718
-345
-17% -$185K 0.76% 26
2025
Q1 		$1.1M Buy
2,063
+31
+2% +$17.6K 0.89% 23
2024
Q4 		$1.16M Sell
2,032
-19
-0.9% -$11.1K 0.86% 24
2024
Q3 		$1.17M Sell
2,051
-114
-5% -$62.8K 0.86% 27
2024
Q2 		$1.16M Sell
2,165
-10
-0.5% -$5.38K 0.82% 28
2024
Q1 		$1.21M Buy
2,175
+109
+5% +$56.5K 0.83% 25
2023
Q4 		$1.05M Buy
2,066
+74
+4% +$34.4K 0.78% 30
2023
Q3 		$910K Buy
1,992
+60
+3% +$28.8K 0.59% 34
2023
Q2 		$925K Sell
1,932
-260
-12% -$118K 0.61% 31
2023
Q1 		$1M Sell
2,192
-32
-1% -$14.9K 0.76% 25
2022
Q4 		$985K Buy
2,224
+273
+14% +$121K 0.74% 24
2022
Q3 		$784K Sell
1,951
-198
-9% -$87.5K 0.7% 25
2022
Q2 		$889K Sell
2,149
-239
-10% -$108K 0.66% 29
2022
Q1 		$1.17M Buy
2,388
+316
+15% +$154K 0.76% 29
2021
Q4 		$1.06M Buy
2,072
+162
+8% +$82.4K 0.7% 33
2021
Q3 		$918K Sell
1,910
-135
-7% -$66.3K 0.66% 37
2021
Q2 		$1M Buy
2,045
+140
+7% +$69.1K 0.69% 40
2021
Q1 		$907K Sell
1,905
-135
-7% -$61.6K 0.73% 31
2020
Q4 		$857K Buy
2,040
+64
+3% +$24.6K 0.76% 34
2020
Q3 		$669K Sell
1,976
-101
-5% -$34.5K 0.53% 45
2020
Q2 		$546K Hold
2,077
– – 0.57% 36
2020
Q1 		$546K Sell
2,077
-83
-4% -$28.1K 0.56% 36
2019
Q4 		$811K Sell
2,160
-75
-3% -$27.1K 0.08% 65
2019
Q3 		$792K Buy
2,235
+38
+2% +$13.3K 0.09% 58
2019
Q2 		$759K Hold
2,197
– – 0.09% 54
2019
Q1 		$759K Sell
2,197
-23
-1% -$7.74K 0.09% 53
2018
Q4 		$672K Buy
+2,220
New +$739K 0.11% 46
2016
Q2 		$670K Buy
+2,462
New +$658K 1.2% 26
2015
Q4 		$688K Buy
2,708
+87
+3% +$22.6K 1.28% 24
2015
Q3 		$652K Buy
2,621
+147
+6% +$38.9K 0.85% 29
2015
Q2 		$676K Sell
2,474
-49
-2% -$13.6K 0.77% 30
2015
Q1 		$699K Buy
2,523
+28
+1% +$7.55K 0.91% 32
2014
Q4 		$659K Buy
2,495
+3
+0.1% +$768 0.19% 27
2014
Q3 		$621K Buy
2,492
+28
+1% +$7.19K 0.64% 21
2014
Q2 		$642K Buy
2,464
+2
+0.1% +$501 1.02% 21
2014
Q1 		$617K Sell
2,462
-23
-0.9% -$5.64K 0.26% 25
2013
Q4 		$607K Buy
2,485
+10
+0.4% +$2.35K 1.17% 22
2013
Q3 		$560K Sell
2,475
-122
-5% -$27.1K 0.4% 27
2013
Q2 		$545K Buy
+2,597
New +$549K 1.19% 21

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

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

Pacific Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4% in Q2 2026, selling an estimated $35.5K and leaving 1,266 shares worth $891K. The position accounts for 0.43% of the portfolio, ranked #50.

Pacific Financial Group first reported a position in MDY in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.21M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Pacific Financial Group held 1,266 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $891K as of Q2 2026.
  • Pacific Financial Group sold 53 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $35.5K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.43% of Pacific Financial Group's portfolio in Q2 2026, its #50 holding.
  • Pacific Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 43 quarters since.
  • Pacific Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.21M 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 Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.