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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return