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

Semmax 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
2025 Q2	$76K	Hold	133	–	–	0.02%	168
2025 Q1	$71.6K	Hold	133	–	–	0.02%	154
2024 Q4	$77.7K	Hold	133	–	–	0.02%	144
2024 Q3	$80K	Hold	133	–	–	0.02%	137
2024 Q2	$71.8K	Hold	133	–	–	0.02%	142
2024 Q1	$72.8K	Hold	133	–	–	0.02%	137
2023 Q4	$67.2K	Hold	133	–	–	0.02%	132
2023 Q3	$59.2K	Buy	+133	New	+$63.7K	0.02%	114
2022 Q4	$63K	Hold	133	–	–	0.03%	106
2022 Q3	$59K	Hold	133	–	–	0.03%	105
2022 Q2	$62K	Hold	133	–	–	0.03%	109
2022 Q1	$65K	Hold	133	–	–	0.03%	120
2021 Q4	$69K	Hold	133	–	–	0.03%	118
2021 Q3	$64K	Hold	133	–	–	0.02%	117
2021 Q2	$65K	Hold	133	–	–	0.02%	117
2021 Q1	$63K	Sell	133 -14	-10%	-$6.38K	0.02%	118
2020 Q4	$62K	Hold	147	–	–	0.03%	117
2020 Q3	$50K	Hold	147	–	–	0.02%	112
2020 Q2	$48K	Hold	147	–	–	0.03%	111
2020 Q1	$39K	Sell	147 -16	-10%	-$5.42K	0.02%	117
2019 Q4	$61K	Sell	163 -35	-18%	-$12.7K	0.03%	106
2019 Q3	$70K	Sell	198 -2	-1%	-$701	0.04%	106
2019 Q2	$71K	Sell	200 -762	-79%	-$266K	0.05%	110
2019 Q1	$332K	Sell	962 -1,426	-60%	-$480K	0.23%	98
2018 Q4	$723K	Buy	+2,388	New	+$795K	0.56%	41

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

Semmax Financial Advisors's MDY Position: Q2 2025 in Review

Semmax Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2025 at 133 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #168.

Semmax Financial Advisors first reported a position in MDY in Q4 2018 and has held it in 25 quarters since. The position peaked at $723K in Q4 2018. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Semmax Financial Advisors held 133 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $76K as of Q2 2025.
Semmax Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #168 holding.
Semmax Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $723K in Q4 2018.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.