PFG Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

PFG Investments’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	$517K	Buy	736 +14	+2%	+$9.38K	0.02%	647
2026 Q1	$445K	Sell	722 -19	-3%	-$12K	0.02%	663
2025 Q4	$447K	Buy	741 +18	+2%	+$10.8K	0.02%	616
2025 Q3	$431K	Hold	723	–	–	0.02%	596
2025 Q2	$409K	Sell	723 -45	-6%	-$24.2K	0.02%	600
2025 Q1	$410K	Buy	768 +1	+0.1%	+$568	0.03%	573
2024 Q4	$437K	Buy	767 +113	+17%	+$66.2K	0.03%	552
2024 Q3	$373K	Buy	654 +15	+2%	+$8.26K	0.02%	609
2024 Q2	$342K	Hold	639	–	–	0.02%	598
2024 Q1	$355K	Buy	+639	New	+$331K	0.02%	670

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

PFG Investments's MDY Position: Q2 2026 in Review

PFG Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.9% in Q2 2026, buying an estimated $9.38K and bringing the position to 736 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #647.

PFG Investments first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

PFG Investments held 736 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $517K as of Q2 2026.
PFG Investments bought 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $9.38K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of PFG Investments's portfolio in Q2 2026, its #647 holding.
PFG Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.