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

PFG Private Wealth Management’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	-199	Closed	-$106K	–	168
2025 Q1	$106K	Hold	199	–	–	0.06%	82
2024 Q4	$113K	Hold	199	–	–	0.06%	79
2024 Q3	$113K	Hold	199	–	–	0.07%	79
2024 Q2	$106K	Hold	199	–	–	0.06%	79
2024 Q1	$111K	Hold	199	–	–	0.07%	76
2023 Q4	$101K	Hold	199	–	–	0.07%	71
2023 Q3	$90.9K	Hold	199	–	–	0.07%	69
2023 Q2	$95.3K	Hold	199	–	–	0.06%	109
2023 Q1	$91.2K	Hold	199	–	–	0.06%	110
2022 Q4	$88K	Hold	199	–	–	0.05%	98
2022 Q3	$80K	Hold	199	–	–	0.05%	102
2022 Q2	$82K	Hold	199	–	–	0.05%	127
2022 Q1	$98K	Hold	199	–	–	0.05%	131
2021 Q4	$103K	Hold	199	–	–	0.05%	107
2021 Q3	$96K	Buy	+199	New	+$97.7K	0.06%	73

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

PFG Private Wealth Management's MDY Position: Q2 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 199 shares — an estimated $106K sold.

PFG Private Wealth Management first reported a position in MDY in Q3 2021 and held it in 15 quarters. The position peaked at $113K in Q3 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

PFG Private Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 199 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $106K.
PFG Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $113K 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 PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.