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

RFP 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	-385	Closed	-$205K	–	96
2025 Q1	$205K	Hold	385	–	–	0.08%	99
2024 Q4	$219K	Buy	+385	New	+$226K	0.09%	92
2024 Q3	–	Sell	-135	Closed	-$72.2K	–	513
2024 Q2	$72.2K	Hold	135	–	–	0.03%	192
2024 Q1	$75.1K	Hold	135	–	–	0.03%	169
2023 Q4	$68.5K	Hold	135	–	–	0.03%	172
2023 Q3	$61.6K	Hold	135	–	–	0.03%	181
2023 Q2	$64.7K	Buy	+135	New	+$61.5K	0.03%	193
2023 Q1	–	Sell	-135	Closed	-$59.8K	–	810
2022 Q4	$59.8K	Buy	+135	New	+$59.7K	0.03%	178

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

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

RFP Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 385 shares — an estimated $205K sold.

RFP Financial Group first reported a position in MDY in Q4 2022 and held it in 8 quarters. The position peaked at $219K in Q4 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

RFP 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.
RFP Financial Group sold 385 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $205K.
RFP Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 8 quarters.
RFP Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $219K in Q4 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 RFP Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.