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

Sovereign 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
2026
Q2 		$1.03M Sell
1,462
-145
-9% -$97.1K 0.16% 115
2026
Q1 		$991K Sell
1,607
-5
-0.3% -$3.17K 0.17% 114
2025
Q4 		$973K Sell
1,612
-46
-3% -$27.5K 0.17% 111
2025
Q3 		$988K Sell
1,658
-146
-8% -$85.7K 0.19% 103
2025
Q2 		$1.02M Hold
1,804
– – 0.21% 89
2025
Q1 		$962K Sell
1,804
-11
-0.6% -$6.24K 0.22% 87
2024
Q4 		$1.03M Buy
1,815
+1
+0.1% +$586 0.24% 82
2024
Q3 		$1.03M Sell
1,814
-87
-5% -$47.9K 0.24% 81
2024
Q2 		$1.02M Sell
1,901
-1,459
-43% -$785K 0.25% 83
2024
Q1 		$1.87M Buy
3,360
+4
+0.1% +$2.07K 0.5% 35
2023
Q4 		$1.7M Sell
3,356
-507
-13% -$235K 0.52% 34
2023
Q3 		$1.76M Sell
3,863
-15
-0.4% -$7.19K 0.63% 30
2023
Q2 		$1.86M Buy
3,878
+3
+0.1% +$1.37K 0.61% 34
2023
Q1 		$1.78M Buy
3,875
+4
+0.1% +$1.86K 0.66% 37
2022
Q4 		$1.71M Sell
3,871
-191
-5% -$84.5K 0.68% 41
2022
Q3 		$1.63M Buy
4,062
+4
+0.1% +$1.77K 0.66% 36
2022
Q2 		$1.68M Buy
4,058
+89
+2% +$40.2K 0.66% 39
2022
Q1 		$1.95M Buy
3,969
+21
+0.5% +$10.2K 0.72% 35
2021
Q4 		$2.04M Buy
+3,948
New +$2.01M 0.82% 29

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

Sovereign Financial Group's MDY Position: Q2 2026 in Review

Sovereign Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9% in Q2 2026, selling an estimated $97.1K and leaving 1,462 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #115.

Sovereign Financial Group first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Sovereign Financial Group held 1,462 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.03M as of Q2 2026.
  • Sovereign Financial Group sold 145 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $97.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #115 holding.
  • Sovereign Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Sovereign Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.04M in Q4 2021.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.