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

Stephens Consulting’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	–	Sell	-13	Closed	-$6.94K	–	1656
2025 Q1	$6.94K	Hold	13	–	–	﹤0.01%	365
2024 Q4	$7.41K	Hold	13	–	–	﹤0.01%	383
2024 Q3	$7.41K	Sell	13 -6	-32%	-$3.31K	﹤0.01%	365
2024 Q2	$10.2K	Hold	19	–	–	﹤0.01%	340
2024 Q1	$10.6K	Hold	19	–	–	﹤0.01%	308
2023 Q4	$9.64K	Hold	19	–	–	﹤0.01%	319
2023 Q3	$8.68K	Hold	19	–	–	﹤0.01%	326
2023 Q2	$9.1K	Hold	19	–	–	﹤0.01%	321
2023 Q1	$8.71K	Hold	19	–	–	0.01%	337
2022 Q4	$8.41K	Hold	19	–	–	0.01%	317
2022 Q3	$7.63K	Hold	19	–	–	0.01%	368
2022 Q2	$7.86K	Hold	19	–	–	0.01%	363
2022 Q1	$9.32K	Hold	19	–	–	0.01%	365
2021 Q4	$9.84K	Buy	+19	New	+$9.67K	0.01%	401

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

Stephens Consulting's MDY Position: Q2 2025 in Review

Stephens Consulting sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 13 shares — an estimated $6.94K sold.

Stephens Consulting first reported a position in MDY in Q4 2021 and held it in 14 quarters. The position peaked at $10.6K in Q1 2024. 1,351 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Stephens Consulting reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $6.94K.
Stephens Consulting first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 14 quarters.
Stephens Consulting's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.6K in Q1 2024.
1,351 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.