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

S&A Financial Services’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 		$279K Sell
396
-14
-3% -$9.38K 0.17% 75
2026
Q1 		$253K Buy
+410
New +$260K 0.17% 77

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

S&A Financial Services's MDY Position: Q2 2026 in Review

S&A Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q2 2026, selling an estimated $9.38K and leaving 396 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #75.

S&A Financial Services first reported a position in MDY in Q1 2026 and has held it in 2 quarters since. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • S&A Financial Services held 396 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $279K as of Q2 2026.
  • S&A Financial Services sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $9.38K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of S&A Financial Services's portfolio in Q2 2026, its #75 holding.
  • S&A Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.