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

SPC Financial Inc’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 Q3	$359K	Hold	603	–	–	0.03%	203
2025 Q2	$342K	Hold	603	–	–	0.03%	200
2025 Q1	$322K	Hold	603	–	–	0.03%	205
2024 Q4	$343K	Sell	603 -16	-3%	-$9.38K	0.03%	204
2024 Q3	$353K	Buy	619 +19	+3%	+$10.5K	0.03%	196
2024 Q2	$321K	Hold	600	–	–	0.03%	191
2024 Q1	$334K	Hold	600	–	–	0.03%	186
2023 Q4	$304K	Hold	600	–	–	0.03%	187
2023 Q3	$274K	Hold	600	–	–	0.03%	187
2023 Q2	$287K	Hold	600	–	–	0.03%	180
2023 Q1	$275K	Hold	600	–	–	0.03%	179
2022 Q4	$266K	Hold	600	–	–	0.03%	170
2022 Q3	$241K	Hold	600	–	–	0.03%	170
2022 Q2	$248K	Hold	600	–	–	0.03%	176
2022 Q1	$294K	Hold	600	–	–	0.03%	162
2021 Q4	$311K	Hold	600	–	–	0.03%	157
2021 Q3	$289K	Hold	600	–	–	0.04%	145
2021 Q2	$295K	Hold	600	–	–	0.04%	145
2021 Q1	$286K	Hold	600	–	–	0.04%	140
2020 Q4	$252K	Hold	600	–	–	0.04%	144
2020 Q3	$203K	Buy	+600	New	+$205K	0.04%	137
2020 Q1	–	Sell	-600	Closed	-$225K	–	142
2019 Q4	$225K	Buy	+600	New	+$217K	0.04%	132

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC Financial Inc's MDY Position: Q3 2025 in Review

SPC Financial Inc held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 603 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #203.

SPC Financial Inc first reported a position in MDY in Q4 2019 and has held it in 22 quarters since. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

SPC Financial Inc held 603 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $359K as of Q3 2025.
SPC Financial Inc left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of SPC Financial Inc's portfolio in Q3 2025, its #203 holding.
SPC Financial Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 22 quarters since.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.