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 Q3	$406K	Hold	618	–	–	0.03%	205
2026 Q2	$435K	Hold	618	–	–	0.03%	179
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SYM Financial Corp's MDY Position: Q3 2026 in Review

SYM Financial Corp held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 618 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #205.

SYM Financial Corp first reported a position in MDY in Q3 2018 and has held it in 14 quarters since. The position peaked at $914K in Q3 2018. 927 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

SYM Financial Corp held 618 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $406K as of Q3 2026.
SYM Financial Corp left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #205 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 14 quarters since.
SYM Financial Corp's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $914K in Q3 2018.
927 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.