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

US Financial Advisors’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 Q1	$376K	Hold	705	–	–	0.11%	64
2024 Q4	$402K	Sell	705 -20	-3%	-$11.7K	0.12%	63
2024 Q3	$413K	Hold	725	–	–	0.13%	61
2024 Q2	$388K	Hold	725	–	–	0.13%	59
2024 Q1	$403K	Hold	725	–	–	0.14%	55
2023 Q4	$368K	Hold	725	–	–	0.14%	56
2023 Q3	$331K	Hold	725	–	–	0.14%	57
2023 Q2	$347K	Hold	725	–	–	0.15%	55
2023 Q1	$332K	Hold	725	–	–	0.15%	57
2022 Q4	$321K	Hold	725	–	–	0.16%	56
2022 Q3	$291K	Hold	725	–	–	0.16%	42
2022 Q2	$300K	Hold	725	–	–	0.17%	41
2022 Q1	$356K	Hold	725	–	–	0.17%	48
2021 Q4	$375K	Hold	725	–	–	0.17%	43
2021 Q3	$349K	Hold	725	–	–	0.17%	41
2021 Q2	$356K	Hold	725	–	–	0.17%	39
2021 Q1	$345K	Hold	725	–	–	0.1%	104
2020 Q4	$304K	Buy	+725	New	+$279K	0.09%	94
2016 Q2	–	Sell	-255	Closed	-$67K	–	255
2016 Q1	$67K	Sell	255 -958	-79%	-$233K	0.12%	79
2015 Q4	$308K	Hold	1,213	–	–	0.29%	47
2015 Q3	$302K	Buy	+1,213	New	+$321K	0.5%	37
2015 Q1	–	Sell	-1,350	Closed	-$356K	–	386
2014 Q4	$356K	Buy	+1,350	New	+$346K	0.32%	43

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Financial Advisors's MDY Position: Q1 2025 in Review

US Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2025 at 705 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #64.

US Financial Advisors first reported a position in MDY in Q4 2014 and has held it in 22 quarters since. The position peaked at $413K in Q3 2024. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

US Financial Advisors held 705 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $376K as of Q1 2025.
US Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of US Financial Advisors's portfolio in Q1 2025, its #64 holding.
US Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 22 quarters since.
US Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $413K in Q3 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.