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

Symphony Financial’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	$300K	Buy	430 +1	+0.2%	+$670	0.03%	258
2026 Q1	$261K	Buy	429 +2	+0.5%	+$1.27K	0.03%	257
2025 Q4	$261K	Buy	427 +1	+0.2%	+$598	0.04%	247
2025 Q3	$252K	Hold	426	–	–	0.03%	240
2025 Q2	$247K	Buy	+426	New	+$229K	0.03%	224
2025 Q1	–	Sell	-426	Closed	-$256K	–	166
2024 Q4	$256K	Hold	426	–	–	0.04%	193
2024 Q3	$243K	Hold	426	–	–	0.04%	198
2024 Q2	$227K	Hold	426	–	–	0.04%	195
2024 Q1	$237K	Hold	426	–	–	0.06%	168
2023 Q4	$211K	Buy	+426	New	+$198K	0.05%	185
2023 Q3	–	Sell	-426	Closed	-$203K	–	179
2023 Q2	$203K	Buy	+426	New	+$194K	0.05%	179
2022 Q2	–	Sell	-426	Closed	-$203K	–	198
2022 Q1	$203K	Hold	426	–	–	0.05%	185
2021 Q4	$221K	Hold	426	–	–	0.06%	169
2021 Q3	$208K	Hold	426	–	–	0.07%	166
2021 Q2	$209K	Hold	426	–	–	0.07%	160
2021 Q1	$207K	Buy	+426	New	+$194K	0.05%	186

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Symphony Financial's MDY Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.23% in Q2 2026, buying an estimated $670 and bringing the position to 430 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #258.

Symphony Financial first reported a position in MDY in Q1 2021 and has held it in 16 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Symphony Financial held 430 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $300K as of Q2 2026.
Symphony Financial bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #258 holding.
Symphony Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 16 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.