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

TFG Advisers’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	$558K	Buy	986 +5	+0.5%	+$2.68K	0.19%	127
2025 Q1	$523K	Buy	981 +28	+3%	+$15.9K	0.19%	123
2024 Q4	$543K	Buy	953 +32	+3%	+$18.8K	0.2%	122
2024 Q3	$524K	Buy	921 +57	+7%	+$31.4K	0.19%	129
2024 Q2	$462K	Buy	864 +36	+4%	+$19.4K	0.18%	128
2024 Q1	$461K	Buy	828 +21	+3%	+$10.9K	0.18%	129
2023 Q4	$410K	Buy	807 +37	+5%	+$17.2K	0.17%	129
2023 Q3	$352K	Buy	770 +75	+11%	+$35.9K	0.17%	137
2023 Q2	$333K	Buy	695 +2	+0.3%	+$911	0.15%	141
2023 Q1	$318K	Buy	693 +10	+1%	+$4.66K	0.15%	140
2022 Q4	$303K	Buy	683 +13	+2%	+$5.75K	0.16%	142
2022 Q3	$269K	Buy	670 +2	+0.3%	+$883	0.15%	148
2022 Q2	$276K	Buy	668 +1	+0.1%	+$452	0.15%	151
2022 Q1	$327K	Buy	667 +2	+0.3%	+$973	0.15%	144
2021 Q4	$344K	Buy	665 +1	+0.2%	+$509	0.15%	148
2021 Q3	$319K	Buy	664 +2	+0.3%	+$982	0.15%	147
2021 Q2	$325K	Buy	662 +1	+0.2%	+$493	0.16%	144
2021 Q1	$315K	Buy	661 +2	+0.3%	+$912	0.16%	143
2020 Q4	$276K	Buy	659 +1	+0.2%	+$385	0.14%	152
2020 Q3	$222K	Buy	658 +2	+0.3%	+$683	0.13%	160
2020 Q2	$212K	Buy	+656	New	+$199K	0.14%	149
2020 Q1	–	Sell	-676	Closed	-$253K	–	327
2019 Q4	$253K	Buy	676 +2	+0.3%	+$723	0.14%	140
2019 Q3	$237K	Sell	674 -40	-6%	-$14K	0.16%	135
2019 Q2	$253K	Buy	714 +1	+0.1%	+$349	0.17%	133
2019 Q1	$246K	Buy	713 +16	+2%	+$5.38K	0.18%	133
2018 Q4	$211K	Buy	+697	New	+$232K	0.18%	137

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

TFG Advisers's MDY Position: Q2 2025 in Review

TFG Advisers increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.51% in Q2 2025, buying an estimated $2.68K and bringing the position to 986 shares worth $558K. The position accounts for 0.19% of the portfolio, ranked #127.

TFG Advisers first reported a position in MDY in Q4 2018 and has held it in 26 quarters since. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

TFG Advisers held 986 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $558K as of Q2 2025.
TFG Advisers bought 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $2.68K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of TFG Advisers's portfolio in Q2 2025, its #127 holding.
TFG Advisers first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 26 quarters since.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.