Trivant Custom Portfolio Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Trivant Custom Portfolio Group’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	-236	Closed	-$126K	–	160
2025 Q1	$126K	Sell	236 -165	-41%	-$93.7K	0.07%	83
2024 Q4	$228K	Sell	401 -2	-0.5%	-$1.17K	0.13%	66
2024 Q3	$230K	Sell	403 -35	-8%	-$19.3K	0.13%	65
2024 Q2	$234K	Hold	438	–	–	0.14%	61
2024 Q1	$244K	Sell	438 -60	-12%	-$31.1K	0.16%	54
2023 Q4	$253K	Sell	498 -2	-0.4%	-$929	0.17%	53
2023 Q3	$228K	Sell	500 -69	-12%	-$33.1K	0.17%	48
2023 Q2	$273K	Sell	569 -43	-7%	-$19.6K	0.19%	46
2023 Q1	$281K	Buy	+612	New	+$285K	0.2%	50

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

Trivant Custom Portfolio Group's MDY Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 236 shares — an estimated $126K sold.

Trivant Custom Portfolio Group first reported a position in MDY in Q1 2023 and held it in 9 quarters. The position peaked at $281K in Q1 2023. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 236 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $126K.
Trivant Custom Portfolio Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $281K in Q1 2023.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.