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

Pacific Sun Financial’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 		$705K Hold
1,142
– – 0.34% 86
2025
Q4 		$690K Sell
1,142
-22
-2% -$13.2K 0.33% 85
2025
Q3 		$694K Sell
1,164
-1
-0.1% -$587 0.34% 84
2025
Q2 		$660K Hold
1,165
– – 0.34% 84
2025
Q1 		$622K Buy
1,165
+15
+1% +$8.52K 0.35% 85
2024
Q4 		$655K Hold
1,150
– – 0.36% 83
2024
Q3 		$655K Buy
1,150
+10
+0.9% +$5.51K 0.36% 86
2024
Q2 		$610K Buy
1,140
+20
+2% +$10.8K 0.36% 87
2024
Q1 		$623K Hold
1,120
– – 0.36% 87
2023
Q4 		$568K Sell
1,120
-10
-0.9% -$4.64K 0.36% 88
2023
Q3 		$516K Hold
1,130
– – 0.36% 90
2023
Q2 		$518K Buy
+1,130
New +$514K 0.35% 93
2022
Q4 		$500K Hold
1,130
– – 0.35% 89
2022
Q3 		$454K Hold
1,130
– – 0.32% 102
2022
Q2 		$467K Hold
1,130
– – 0.31% 103
2022
Q1 		$554K Hold
1,130
– – 0.3% 99
2021
Q4 		$585K Hold
1,130
– – 0.31% 99
2021
Q3 		$543K Buy
+1,130
New +$555K 0.31% 97
2020
Q3 		$383K Sell
1,130
-2
-0.2% -$683 0.32% 95
2020
Q2 		$367K Buy
1,132
+40
+4% +$12.1K 0.33% 95
2020
Q1 		$287K Buy
1,092
+25
+2% +$8.48K 0.33% 99
2019
Q4 		$401K Buy
1,067
+1
+0.1% +$361 0.35% 91
2019
Q3 		$376K Buy
1,066
+45
+4% +$15.8K 0.35% 94
2019
Q2 		$362K Buy
+1,021
New +$357K 0.35% 96
2018
Q2 		– Sell
-885
Closed -$302K – 126
2018
Q1 		$302K Buy
+885
New +$308K 0.4% 83

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Sun Financial's MDY Position: Q1 2026 in Review

Pacific Sun Financial held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,142 shares worth $705K. The position accounts for 0.34% of the portfolio, ranked #86.

Pacific Sun Financial first reported a position in MDY in Q1 2018 and has held it in 25 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Pacific Sun Financial held 1,142 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $705K as of Q1 2026.
  • Pacific Sun Financial left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.34% of Pacific Sun Financial's portfolio in Q1 2026, its #86 holding.
  • Pacific Sun Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 25 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.