SFM LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

SFM LLC’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 Q3	$983K	Sell	1,497 -231	-13%	-$159K	0.49%	35
2026 Q2	$1.22M	Sell	1,728 -36	-2%	-$24.1K	0.62%	33
2026 Q1	$1.09M	Sell	1,764 -1	-0.1%	-$634	0.66%	32
2025 Q4	$1.06M	Sell	1,765 -2	-0.1%	-$1.2K	0.62%	34
2025 Q3	$1.05M	Sell	1,767 -58	-3%	-$34K	0.61%	34
2025 Q2	$1.03M	Hold	1,825	–	–	0.66%	32
2025 Q1	$974K	Sell	1,825 -69	-4%	-$39.2K	0.72%	34
2024 Q4	$1.08M	Sell	1,894 -1	-0.1%	-$586	0.76%	32
2024 Q3	$1.08M	Sell	1,895 -2	-0.1%	-$1.1K	0.81%	30
2024 Q2	$1.02M	Buy	1,897 +31	+2%	+$16.7K	0.76%	29
2024 Q1	$1.04M	Hold	1,866	–	–	0.79%	29
2023 Q4	$947K	Buy	+1,866	New	+$866K	0.78%	31

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

SFM LLC's MDY Position: Q3 2026 in Review

SFM LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 13% in Q3 2026, selling an estimated $159K and leaving 1,497 shares worth $983K. The position accounts for 0.49% of the portfolio, ranked #35.

SFM LLC first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q2 2026. 488 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

SFM LLC held 1,497 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $983K as of Q3 2026.
SFM LLC sold 231 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $159K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of SFM LLC's portfolio in Q3 2026, its #35 holding.
SFM LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
SFM LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.22M in Q2 2026.
488 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.