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

Soltis Investment 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 Q1	–	Sell	-3,987	Closed	-$2.27M	–	382
2024 Q4	$2.27M	Buy	3,987 +29	+0.7%	+$17K	0.21%	115
2024 Q3	$2.25M	Sell	3,958 -5	-0.1%	-$2.75K	0.22%	112
2024 Q2	$2.12M	Sell	3,963 -11	-0.3%	-$5.92K	0.22%	113
2024 Q1	$2.21M	Buy	3,974 +16	+0.4%	+$8.29K	0.25%	111
2023 Q4	$2.01M	Hold	3,958	–	–	0.23%	112
2023 Q3	$1.81M	Hold	3,958	–	–	0.23%	111
2023 Q2	$1.9M	Sell	3,958 -330	-8%	-$150K	0.22%	108
2023 Q1	$1.97M	Hold	4,288	–	–	0.25%	109
2022 Q4	$1.9M	Buy	+4,288	New	+$1.9M	0.25%	103

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Soltis Investment Advisors's MDY Position: Q1 2025 in Review

Soltis Investment Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 3,987 shares — an estimated $2.27M sold.

Soltis Investment Advisors first reported a position in MDY in Q4 2022 and held it in 9 quarters. The position peaked at $2.27M in Q4 2024. 1,362 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Soltis Investment Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Soltis Investment Advisors sold 3,987 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $2.27M.
Soltis Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 9 quarters.
Soltis Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.27M in Q4 2024.
1,362 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Soltis Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.