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

SYM Financial Corp’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 Q1	$381K	Hold	618	–	–	0.04%	173
2025 Q4	$373K	Buy	618 +18	+3%	+$10.8K	0.04%	181
2025 Q3	$358K	Hold	600	–	–	0.04%	175
2025 Q2	$340K	Sell	600 -3	-0.5%	-$1.61K	0.04%	177
2025 Q1	$322K	Buy	603 +3	+0.5%	+$1.7K	0.04%	158
2024 Q4	$342K	Hold	600	–	–	0.04%	136
2024 Q3	$342K	Hold	600	–	–	0.05%	105
2024 Q2	$321K	Hold	600	–	–	0.05%	93
2024 Q1	$334K	Hold	600	–	–	0.06%	68
2023 Q4	$304K	Hold	600	–	–	0.05%	74
2023 Q3	$274K	Buy	+600	New	+$288K	0.05%	74
2018 Q4	–	Sell	-2,487	Closed	-$914K	–	90
2018 Q3	$914K	Buy	+2,487	New	+$911K	0.51%	8

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

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

SYM Financial Corp's MDY Position: Q1 2026 in Review

SYM Financial Corp held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 618 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #173.

SYM Financial Corp first reported a position in MDY in Q3 2018 and has held it in 12 quarters since. The position peaked at $914K in Q3 2018. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

SYM Financial Corp held 618 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $381K as of Q1 2026.
SYM Financial Corp left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #173 holding.
SYM Financial Corp first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and has held it in 12 quarters since.
SYM Financial Corp's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $914K in Q3 2018.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.