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

Victory Financial 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
2026 Q2	$2.72M	Sell	3,864 -372	-9%	-$249K	0.29%	59
2026 Q1	$2.61M	Sell	4,236 -1,350	-24%	-$855K	0.32%	49
2025 Q4	$3.37M	Sell	5,586 -842	-13%	-$504K	0.42%	42
2025 Q3	$3.83M	Sell	6,428 -1,518	-19%	-$891K	0.53%	34
2025 Q2	$4.5M	Sell	7,946 -1,594	-17%	-$856K	0.71%	24
2025 Q1	$5.01M	Sell	9,540 -10,550	-53%	-$5.99M	0.96%	17
2024 Q4	$11.4M	Buy	+20,090	New	+$11.8M	3.01%	7
2024 Q2	$8.45M	Buy	15,799 +1,510	+11%	+$812K	3.96%	7
2024 Q1	$7.95M	Buy	14,289 +1,746	+14%	+$904K	4.71%	6
2023 Q4	$6.36M	Buy	+12,543	New	+$5.82M	4.3%	6

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

Victory Financial Group's MDY Position: Q2 2026 in Review

Victory Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.8% in Q2 2026, selling an estimated $249K and leaving 3,864 shares worth $2.72M. The position accounts for 0.29% of the portfolio, ranked #59.

Victory Financial Group first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.4M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Victory Financial Group held 3,864 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.72M as of Q2 2026.
Victory Financial Group sold 372 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $249K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Victory Financial Group's portfolio in Q2 2026, its #59 holding.
Victory Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.4M in Q4 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.