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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 – 811
2022
Q4 		$59.8K Buy
+135
New +$59.7K 0.03% 178

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return