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 Q2	$799K	Sell	1,135 -7	-0.6%	-$4.69K	0.33%	93
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 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 Sun Financial's MDY Position: Q2 2026 in Review

Pacific Sun Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.61% in Q2 2026, selling an estimated $4.69K and leaving 1,135 shares worth $799K. The position accounts for 0.33% of the portfolio, ranked #93.

Pacific Sun Financial first reported a position in MDY in Q1 2018 and has held it in 26 quarters since. 1,540 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pacific Sun Financial held 1,135 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $799K as of Q2 2026.
Pacific Sun Financial sold 7 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.69K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.33% of Pacific Sun Financial's portfolio in Q2 2026, its #93 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 26 quarters since.
1,540 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.