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

Providence Financial Advisors’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	$2.97M	Sell	4,218 -533	-11%	-$357K	1.69%	14
2026 Q1	$2.93M	Sell	4,751 -442	-9%	-$280K	1.67%	11
2025 Q4	$3.13M	Sell	5,193 -593	-10%	-$355K	3.12%	9
2025 Q3	$3.45M	Buy	+5,786	New	+$3.4M	3.29%	9

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

Providence Financial Advisors's MDY Position: Q2 2026 in Review

Providence Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q2 2026, selling an estimated $357K and leaving 4,218 shares worth $2.97M. The position accounts for 1.69% of the portfolio, ranked #14.

Providence Financial Advisors first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.45M in Q3 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Providence Financial Advisors held 4,218 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.97M as of Q2 2026.
Providence Financial Advisors sold 533 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $357K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.69% of Providence Financial Advisors's portfolio in Q2 2026, its #14 holding.
Providence Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
Providence Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.45M in Q3 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.