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

Pacific Point 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	$2.5M	Buy	3,553 +811	+30%	+$543K	1.14%	18
2026 Q1	$1.69M	Hold	2,742	–	–	0.89%	29
2025 Q4	$1.65M	Hold	2,742	–	–	0.89%	27
2025 Q3	$1.63M	Hold	2,742	–	–	0.95%	27
2025 Q2	$1.55M	Hold	2,742	–	–	0.84%	30
2025 Q1	$1.46M	Hold	2,742	–	–	0.81%	32
2024 Q4	$1.61M	Buy	+2,742	New	+$1.61M	0.98%	16

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacific Point Advisors's MDY Position: Q2 2026 in Review

Pacific Point Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 30% in Q2 2026, buying an estimated $543K and bringing the position to 3,553 shares worth $2.5M. The position accounts for 1.14% of the portfolio, ranked #18.

Pacific Point Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pacific Point Advisors held 3,553 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.5M as of Q2 2026.
Pacific Point Advisors bought 811 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $543K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.14% of Pacific Point Advisors's portfolio in Q2 2026, its #18 holding.
Pacific Point Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
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 Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.