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

PAX 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
2025 Q2	–	Sell	-500	Closed	-$267K	–	261
2025 Q1	$267K	Hold	500	–	–	0.05%	215
2024 Q4	$285K	Hold	500	–	–	0.05%	202
2024 Q3	$285K	Hold	500	–	–	0.05%	200
2024 Q2	$268K	Hold	500	–	–	0.05%	211
2024 Q1	$278K	Hold	500	–	–	0.06%	203
2023 Q4	$255K	Hold	500	–	–	0.05%	200
2023 Q3	$228K	Hold	500	–	–	0.05%	200
2023 Q2	$239K	Hold	500	–	–	0.05%	187
2023 Q1	$229K	Hold	500	–	–	0.05%	177
2022 Q4	$221K	Hold	500	–	–	0.06%	194
2022 Q3	$201K	Hold	500	–	–	0.05%	168
2022 Q2	$207K	Hold	500	–	–	0.05%	163
2022 Q1	$245K	Hold	500	–	–	0.06%	181
2021 Q4	$259K	Hold	500	–	–	0.06%	181
2021 Q3	$240K	Hold	500	–	–	0.06%	160
2021 Q2	$246K	Hold	500	–	–	0.06%	157
2021 Q1	$238K	Hold	500	–	–	0.07%	154
2020 Q4	$210K	Buy	+500	New	+$193K	0.07%	125

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

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

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

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

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

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

PAX Financial Group's MDY Position: Q2 2025 in Review

PAX Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 500 shares — an estimated $267K sold.

PAX Financial Group first reported a position in MDY in Q4 2020 and held it in 18 quarters. The position peaked at $285K in Q3 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

PAX Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
PAX Financial Group sold 500 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $267K.
PAX Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 18 quarters.
PAX Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $285K in Q3 2024.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on PAX Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.