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

Pure 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	$1.04M	Sell	1,474 -17	-1%	-$11.4K	0.01%	243
2026 Q1	$920K	Sell	1,491 -21	-1%	-$13.3K	0.01%	231
2025 Q4	$912K	Buy	1,512 +953	+170%	+$570K	0.01%	227
2025 Q3	$333K	Hold	559	–	–	0.01%	377
2025 Q2	$317K	Buy	559 +12	+2%	+$6.44K	0.01%	371
2025 Q1	$292K	Sell	547 -73	-12%	-$41.4K	0.01%	317
2024 Q4	$353K	Buy	620 +27	+5%	+$15.8K	0.01%	261
2024 Q3	$338K	Buy	593 +60	+11%	+$33.1K	0.01%	264
2024 Q2	$285K	Buy	533 +1	+0.2%	+$538	0.01%	259
2024 Q1	$296K	Buy	+532	New	+$276K	0.01%	255

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

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

Pure Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 1,474 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #243.

Pure Financial Advisors first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Pure Financial Advisors held 1,474 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.04M as of Q2 2026.
Pure Financial Advisors sold 17 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $11.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #243 holding.
Pure Financial Advisors 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.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.